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 | $51,813 | $104,907-50.6% | $84,611-38.8% | $152,861-66.1% |
| Participation rate | 23.1% | 74.8%-51.7pp | 68.2%-45.2pp | 82.4%-59.4pp |
| Annual return | 23.30% | 373.79%-350.5pp | 258.74%-235.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $640 | $4,688-86.3% | $3,899-83.6% | $5,850-89.1% |
| Admin fee / account holder | $54 | $6,241-99.1% | $4,912-98.9% | $11,596-99.5% |