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 4-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 | $17,650 | $106,515-83.4% | $96,683-81.7% | $139,434-87.3% |
| Participation rate | 9.5% | 77.8%-68.3pp | 74.3%-64.8pp | 80.3%-70.8pp |
| Annual return | 40.93% | 38.43%+2.5pp | 35.69%+5.2pp | 372.94%-332.0pp |
| Employer contribution / active EE | $334 | $4,103-91.8% | $3,737-91.1% | $4,751-93.0% |
| Participant deferral / active EE | $721 | $5,454-86.8% | $4,878-85.2% | $6,710-89.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |