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 | $86,770 | $54,762+58.4% | $90,281-3.9% | $72,985+18.9% |
| Participation rate | 3.8% | 65.1%-61.3pp | 73.3%-69.4pp | 69.5%-65.6pp |
| Annual return | 20.44% | 30.63%-10.2pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $84 | $2,092-96.0% | $2,854-97.1% | $2,440-96.6% |
| Participant deferral / active EE | $96 | $2,887-96.7% | $3,885-97.5% | $3,607-97.3% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |