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 | $31,774 | $209,411-84.8% | $178,490-82.2% | $158,922-80.0% |
| Participation rate | 45.5% | 86.3%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 29.44% | 188.75%-159.3pp | 151.07%-121.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $735 | $5,706-87.1% | $5,011-85.3% | $4,761-84.6% |
| Participant deferral / active EE | $1,411 | $5,954-76.3% | $5,202-72.9% | $5,982-76.4% |
| Admin fee / account holder | $175 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |