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 | $118,790 | $171,865-30.9% | $149,718-20.7% | $147,584-19.5% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 17.61% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $326 | $6,275-94.8% | $5,445-94.0% | $4,876-93.3% |
| Participant deferral / active EE | $719 | $7,271-90.1% | $6,569-89.1% | $5,439-86.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |