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 7-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 | $21,055 | $77,899-73.0% | $149,673-85.9% | $75,163-72.0% |
| Participation rate | 19.4% | 65.6%-46.1pp | 78.8%-59.3pp | 67.2%-47.7pp |
| Annual return | 15.53% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $303 | $3,137-90.4% | $4,818-93.7% | $2,670-88.7% |
| Participant deferral / active EE | $716 | $3,411-79.0% | $5,680-87.4% | $4,125-82.6% |
| Admin fee / account holder | $180 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |