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 | $43,416 | $133,922-67.6% | $116,228-62.6% | $142,382-69.5% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 10.86% | 147.76%-136.9pp | 90.06%-79.2pp | 217.08%-206.2pp |
| Employer contribution / active EE | $172 | $3,446-95.0% | $2,994-94.3% | $4,299-96.0% |
| Participant deferral / active EE | $598 | $5,672-89.5% | $4,953-87.9% | $6,507-90.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |