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 | $30,399 | $105,998-71.3% | $92,233-67.0% | $147,584-79.4% |
| Participation rate | 27.8% | 80.4%-52.6pp | 76.5%-48.7pp | 82.8%-55.1pp |
| Annual return | 15.99% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $420 | $4,333-90.3% | $3,679-88.6% | $4,876-91.4% |
| Participant deferral / active EE | $878 | $4,478-80.4% | $3,897-77.5% | $5,439-83.9% |
| Admin fee / account holder | $3 | $6,332-100.0% | $5,194-99.9% | $10,885-100.0% |