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 7-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 | $18,208 | $108,919-83.3% | $100,391-81.9% | $145,922-87.5% |
| Participation rate | 40.0% | 82.9%-42.9pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 15.75% | 57.88%-42.1pp | 49.20%-33.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $336 | $4,419-92.4% | $3,942-91.5% | $4,660-92.8% |
| Participant deferral / active EE | $705 | $8,445-91.7% | $8,082-91.3% | $6,688-89.5% |
| Admin fee / account holder | $26 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |