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 | $18,104 | $111,724-83.8% | $93,606-80.7% | $145,922-87.6% |
| Participation rate | 17.6% | 74.2%-56.6pp | 68.7%-51.1pp | 80.3%-62.6pp |
| Annual return | 16.97% | 202.98%-186.0pp | 133.20%-116.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $141 | $4,912-97.1% | $4,411-96.8% | $6,688-97.9% |
| Admin fee / account holder | $48 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |