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 | $42,948 | $150,440-71.5% | $136,294-68.5% | $147,584-70.9% |
| Participation rate | 6.7% | 84.4%-77.8pp | 81.9%-75.3pp | 82.8%-76.2pp |
| Annual return | 31.55% | 1049.08%-1017.5pp | 5155.94%-5124.4pp | 578.55%-547.0pp |
| Employer contribution / active EE | $190 | $5,256-96.4% | $4,695-95.9% | $4,876-96.1% |
| Participant deferral / active EE | $1,189 | $6,630-82.1% | $6,247-81.0% | $5,439-78.1% |
| Admin fee / account holder | $131 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |