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 5-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 | $45,735 | $111,754-59.1% | $103,333-55.7% | $145,922-68.7% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 12.92% | 24.77%-11.8pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $104 | $4,212-97.5% | $3,868-97.3% | $4,660-97.8% |
| Participant deferral / active EE | $104 | $5,619-98.1% | $5,057-97.9% | $6,688-98.4% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |