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 | $138,543 | $75,828+82.7% | $147,614-6.1% | $59,632+132.3% |
| Participation rate | 8.3% | 71.6%-63.2pp | 84.6%-76.3pp | 68.7%-60.3pp |
| Annual return | 7.18% | 0.37%+6.8pp | 61.98%-54.8pp | 2041.28%-2034.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $21 | $3,130-99.3% | $4,895-99.6% | $3,192-99.3% |
| Admin fee / account holder | $4 | $5,985-99.9% | $11,611-100.0% | $4,297-99.9% |