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 | $66,450 | $159,901-58.4% | $146,958-54.8% | $145,922-54.5% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-59.9pp | 80.3%-58.1pp |
| Annual return | 13.43% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $432 | $5,286-91.8% | $4,933-91.3% | $4,660-90.7% |
| Participant deferral / active EE | $1,578 | $8,428-81.3% | $8,070-80.4% | $6,688-76.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |