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 | $31,649 | $98,750-68.0% | $149,696-78.9% | $79,858-60.4% |
| Participation rate | 31.1% | 75.8%-44.7pp | 82.5%-51.4pp | 69.6%-38.5pp |
| Annual return | 19.43% | 27.43%-8.0pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $141 | $3,216-95.6% | $4,644-97.0% | $2,471-94.3% |
| Participant deferral / active EE | $706 | $5,680-87.6% | $6,842-89.7% | $3,740-81.1% |
| Admin fee / account holder | $3 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |