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 7-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 | $74,400 | $148,534-49.9% | $135,903-45.3% | $139,434-46.6% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 16.48% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $498 | $5,243-90.5% | $4,856-89.8% | $4,751-89.5% |
| Participant deferral / active EE | $2,351 | $8,100-71.0% | $7,758-69.7% | $6,710-65.0% |
| Admin fee / account holder | $297 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |