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 | $39,576 | $118,680-66.7% | $98,907-60.0% | $158,922-75.1% |
| Participation rate | 31.3% | 77.8%-46.6pp | 76.0%-44.8pp | 82.0%-50.7pp |
| Annual return | 16.54% | 372.35%-355.8pp | 196.43%-179.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $928 | $5,088-81.8% | $4,244-78.1% | $5,982-84.5% |
| Admin fee / account holder | $13 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |