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 10-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 | $78,139 | $102,604-23.8% | $86,188-9.3% | $139,434-44.0% |
| Participation rate | 4.5% | 74.5%-70.0pp | 69.0%-64.4pp | 80.3%-75.8pp |
| Annual return | 21.82% | 1922.51%-1900.7pp | 1168.45%-1146.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $110 | $3,032-96.4% | $2,380-95.4% | $4,751-97.7% |
| Participant deferral / active EE | $110 | $4,676-97.6% | $3,985-97.2% | $6,710-98.4% |
| Admin fee / account holder | $60 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |