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 | $45,914 | $53,516-14.2% | $126,539-63.7% | $84,808-45.9% |
| Participation rate | 3.1% | 58.2%-55.1pp | 69.8%-66.7pp | 68.3%-65.2pp |
| Annual return | 14.88% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4 | $2,671-99.9% | $4,083-99.9% | $4,212-99.9% |
| Admin fee / account holder | $158 | $4,497-96.5% | $6,065-97.4% | $7,344-97.8% |