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 | $93,779 | $111,724-16.1% | $93,606+0.2% | $145,922-35.7% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 23.54% | 202.98%-179.4pp | 133.20%-109.7pp | 561.29%-537.7pp |
| Employer contribution / active EE | $117 | $3,090-96.2% | $2,420-95.2% | $4,660-97.5% |
| Participant deferral / active EE | $120 | $4,912-97.6% | $4,411-97.3% | $6,688-98.2% |
| Admin fee / account holder | $72 | $10,250-99.3% | $8,285-99.1% | $13,397-99.5% |