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 | $21,226 | $77,899-72.8% | $149,673-85.8% | $75,163-71.8% |
| Participation rate | 12.2% | 65.6%-53.3pp | 78.8%-66.5pp | 67.2%-54.9pp |
| Annual return | 13.81% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $386 | $3,411-88.7% | $5,680-93.2% | $4,125-90.7% |
| Admin fee / account holder | $160 | $5,956-97.3% | $13,210-98.8% | $5,651-97.2% |