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 | $27,608 | $102,604-73.1% | $86,188-68.0% | $139,434-80.2% |
| Participation rate | 21.7% | 74.5%-52.8pp | 69.0%-47.2pp | 80.3%-58.6pp |
| Annual return | 12.85% | 1922.51%-1909.7pp | 1168.45%-1155.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $53 | $3,032-98.3% | $2,380-97.8% | $4,751-98.9% |
| Participant deferral / active EE | $380 | $4,676-91.9% | $3,985-90.5% | $6,710-94.3% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |