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 | $54,237 | $49,922+8.6% | $80,569-32.7% | $75,163-27.8% |
| Participation rate | 6.4% | 55.3%-48.9pp | 67.0%-60.6pp | 67.2%-60.8pp |
| Annual return | 17.41% | 34.69%-17.3pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $205 | $1,698-87.9% | $2,723-92.5% | $2,670-92.3% |
| Participant deferral / active EE | $720 | $2,990-75.9% | $4,447-83.8% | $4,125-82.6% |
| Admin fee / account holder | $227 | $3,577-93.7% | $5,377-95.8% | $5,651-96.0% |