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 9-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 | $30,123 | $103,376-70.9% | $87,100-65.4% | $152,861-80.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 22.38% | 28.10%-5.7pp | 28.19%-5.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $286 | $3,220-91.1% | $2,521-88.7% | $4,762-94.0% |
| Participant deferral / active EE | $286 | $4,778-94.0% | $4,049-92.9% | $5,850-95.1% |
| Admin fee / account holder | $114 | $12,205-99.1% | $7,497-98.5% | $11,596-99.0% |