See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,992 | $91,190-49.6% | $178,490-74.2% | $79,858-42.4% |
| Participation rate | 4.1% | 69.2%-65.1pp | 81.9%-77.8pp | 69.6%-65.6pp |
| Annual return | 14.99% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $315 | $3,256-90.3% | $5,011-93.7% | $2,471-87.2% |
| Participant deferral / active EE | $735 | $3,236-77.3% | $5,202-85.9% | $3,740-80.3% |
| Admin fee / account holder | $28 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |