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 | $22,670 | $84,233-73.1% | $170,442-86.7% | $70,131-67.7% |
| Participation rate | 7.4% | 70.8%-63.4pp | 83.6%-76.2pp | 69.5%-62.1pp |
| Annual return | 23.83% | 23.06%+0.8pp | 205.93%-182.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $170 | $3,387-95.0% | $5,433-96.9% | $2,342-92.7% |
| Participant deferral / active EE | $761 | $3,086-75.4% | $4,939-84.6% | $3,332-77.2% |
| Admin fee / account holder | $132 | $5,698-97.7% | $13,880-99.0% | $4,645-97.1% |