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 9-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 | $169,082 | $88,710+90.6% | $81,783+106.7% | $145,959+15.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 29.48% | 1027.26%-997.8pp | 775.05%-745.6pp | 561.95%-532.5pp |
| Employer contribution / active EE | $329 | $3,083-89.3% | $2,913-88.7% | $4,661-92.9% |
| Participant deferral / active EE | $494 | $4,645-89.4% | $4,320-88.6% | $6,689-92.6% |
| Admin fee / account holder | $34 | $8,407-99.6% | $7,380-99.5% | $13,398-99.7% |