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 8-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 | $4,716 | $74,888-93.7% | $71,209-93.4% | $142,382-96.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 20.92% | 345.14%-324.2pp | 282.51%-261.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $100 | $2,854-96.5% | $2,721-96.3% | $4,299-97.7% |
| Participant deferral / active EE | $125 | $4,454-97.2% | $4,175-97.0% | $6,507-98.1% |
| Admin fee / account holder | $22 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |