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 | $62,315 | $70,428-11.5% | $96,562-35.5% | $85,850-27.4% |
| Participation rate | 22.2% | 61.8%-39.6pp | 69.8%-47.6pp | 69.3%-47.1pp |
| Annual return | 18.98% | 18.59%+0.4pp | 37.78%-18.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $108 | $1,413-92.4% | $2,356-95.4% | $2,565-95.8% |
| Participant deferral / active EE | $652 | $2,894-77.5% | $3,849-83.0% | $3,952-83.5% |
| Admin fee / account holder | $285 | $4,997-94.3% | $6,181-95.4% | $6,260-95.4% |