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 | $65,719 | $84,233-22.0% | $170,442-61.4% | $70,131-6.3% |
| Participation rate | 9.1% | 70.8%-61.7pp | 83.6%-74.5pp | 69.5%-60.5pp |
| Annual return | 16.62% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $210 | $3,387-93.8% | $5,433-96.1% | $2,342-91.0% |
| Participant deferral / active EE | $568 | $3,086-81.6% | $4,939-88.5% | $3,332-83.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |