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 9-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 | $24,663 | $117,841-79.1% | $102,423-75.9% | $145,922-83.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 14.09% | 31.65%-17.6pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $402 | $3,615-88.9% | $3,023-86.7% | $4,660-91.4% |
| Participant deferral / active EE | $917 | $5,731-84.0% | $5,053-81.8% | $6,688-86.3% |
| Admin fee / account holder | $36 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |