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 | $43,796 | $103,376-57.6% | $87,100-49.7% | $152,861-71.3% |
| Participation rate | 47.6% | 79.3%-31.7pp | 76.9%-29.2pp | 82.4%-34.8pp |
| Annual return | 18.84% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $553 | $3,220-82.8% | $2,521-78.1% | $4,762-88.4% |
| Participant deferral / active EE | $1,475 | $4,778-69.1% | $4,049-63.6% | $5,850-74.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |