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 5-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 | $36,906 | $148,534-75.2% | $135,903-72.8% | $139,434-73.5% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 21.56% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $594 | $8,100-92.7% | $7,758-92.3% | $6,710-91.1% |
| Admin fee / account holder | $154 | $12,400-98.8% | $10,762-98.6% | $11,403-98.6% |