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 | $64,275 | $109,881-41.5% | $150,045-57.2% | $84,808-24.2% |
| Participation rate | 2.9% | 76.1%-73.2pp | 82.3%-79.5pp | 68.3%-65.5pp |
| Annual return | 28.11% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.8pp |
| Employer contribution / active EE | $107 | $3,561-97.0% | $4,693-97.7% | $2,631-95.9% |
| Participant deferral / active EE | $678 | $6,636-89.8% | $7,997-91.5% | $4,212-83.9% |
| Admin fee / account holder | $30 | $8,568-99.6% | $13,435-99.8% | $7,344-99.6% |