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 | $16,369 | $117,983-86.1% | $101,794-83.9% | $142,382-88.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 16.55% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $210 | $2,773-92.4% | $2,289-90.8% | $4,299-95.1% |
| Participant deferral / active EE | $210 | $4,714-95.5% | $4,084-94.9% | $6,507-96.8% |
| Admin fee / account holder | $64 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |