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 | $20,966 | $58,927-64.4% | $76,817-72.7% | $72,985-71.3% |
| Participation rate | 20.7% | 67.3%-46.7pp | 72.1%-51.4pp | 69.5%-48.8pp |
| Annual return | 18.96% | 2305.64%-2286.7pp | 1166.11%-1147.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $328 | $1,787-81.6% | $2,302-85.7% | $2,440-86.6% |
| Participant deferral / active EE | $490 | $2,690-81.8% | $3,336-85.3% | $3,607-86.4% |
| Admin fee / account holder | $165 | $4,013-95.9% | $6,420-97.4% | $5,124-96.8% |