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 | $16,045 | $64,480-75.1% | $81,382-80.3% | $80,856-80.2% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.5%-36.2pp | 67.6%-34.3pp |
| Annual return | 18.51% | 16.34%+2.2pp | 24.73%-6.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $218 | $1,978-89.0% | $2,463-91.2% | $2,755-92.1% |
| Participant deferral / active EE | $844 | $3,094-72.7% | $3,883-78.3% | $4,296-80.3% |
| Admin fee / account holder | $128 | $5,671-97.7% | $5,768-97.8% | $6,918-98.1% |