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 6-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 | $124,544 | $171,865-27.5% | $149,718-16.8% | $147,584-15.6% |
| Participation rate | 23.5% | 88.2%-64.7pp | 87.1%-63.5pp | 82.8%-59.3pp |
| Annual return | 15.32% | 2113.22%-2097.9pp | 1501.63%-1486.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $176 | $6,275-97.2% | $5,445-96.8% | $4,876-96.4% |
| Participant deferral / active EE | $431 | $7,271-94.1% | $6,569-93.4% | $5,439-92.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |