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 | $163,859 | $84,233+94.5% | $170,442-3.9% | $70,131+133.6% |
| Participation rate | 29.7% | 70.8%-41.1pp | 83.6%-53.9pp | 69.5%-39.8pp |
| Annual return | 15.18% | 23.06%-7.9pp | 205.93%-190.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $89 | $3,387-97.4% | $5,433-98.4% | $2,342-96.2% |
| Participant deferral / active EE | $201 | $3,086-93.5% | $4,939-95.9% | $3,332-94.0% |
| Admin fee / account holder | $21 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |