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 | $41,665 | $209,411-80.1% | $178,490-76.7% | $158,922-73.8% |
| Participation rate | 30.4% | 86.3%-55.9pp | 81.9%-51.5pp | 82.0%-51.5pp |
| Annual return | 14.36% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,542 | $5,954-74.1% | $5,202-70.4% | $5,982-74.2% |
| Admin fee / account holder | $71 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |