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 7-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 | $12,171 | $96,305-87.4% | $80,569-84.9% | $139,434-91.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.79% | 1350.08%-1330.3pp | 935.43%-915.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $366 | $3,262-88.8% | $2,723-86.6% | $4,751-92.3% |
| Participant deferral / active EE | $833 | $5,232-84.1% | $4,447-81.3% | $6,710-87.6% |
| Admin fee / account holder | $80 | $6,599-98.8% | $5,377-98.5% | $11,403-99.3% |