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 | $230,158 | $73,933+211.3% | $96,683+138.1% | $75,163+206.2% |
| Participation rate | 2.7% | 66.4%-63.7pp | 74.3%-71.6pp | 67.2%-64.5pp |
| Annual return | 18.88% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $8 | $2,928-99.7% | $3,737-99.8% | $2,670-99.7% |
| Participant deferral / active EE | $14 | $3,659-99.6% | $4,878-99.7% | $4,125-99.7% |
| Admin fee / account holder | $120 | $5,216-97.7% | $6,730-98.2% | $5,651-97.9% |