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 | $4,841 | $65,375-92.6% | - | $152,861-96.8% |
| Participation rate | 15.4% | 72.6%-57.2pp | - | 82.4%-67.1pp |
| Annual return | 64.67% | 27.96%+36.7pp | - | 345.32%-280.6pp |
| Employer contribution / active EE | $235 | $2,747-91.5% | - | $4,762-95.1% |
| Participant deferral / active EE | $351 | $4,110-91.5% | - | $5,850-94.0% |
| Admin fee / account holder | $0 | $4,607-100.0% | - | $11,596-100.0% |