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 8-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 | $16,096 | $104,974-84.7% | $95,585-83.2% | $142,382-88.7% |
| Participation rate | 13.6% | 75.0%-61.3pp | 72.1%-58.4pp | 80.1%-66.5pp |
| Annual return | 15.37% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $22 | $2,779-99.2% | $2,527-99.1% | $4,299-99.5% |
| Participant deferral / active EE | $383 | $4,352-91.2% | $4,023-90.5% | $6,507-94.1% |
| Admin fee / account holder | $96 | $6,386-98.5% | $6,127-98.4% | $12,624-99.2% |