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 | $40,431 | $115,882-65.1% | $100,516-59.8% | $158,922-74.6% |
| Participation rate | 11.1% | 81.6%-70.5pp | 79.4%-68.3pp | 82.0%-70.8pp |
| Annual return | 19.51% | 34.79%-15.3pp | 30.89%-11.4pp | 302.83%-283.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $783 | $6,674-88.3% | $6,270-87.5% | $5,982-86.9% |
| Admin fee / account holder | $205 | $10,995-98.1% | $8,081-97.5% | $11,246-98.2% |