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 9-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 | $20,259 | $127,065-84.1% | $113,168-82.1% | $142,382-85.8% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 19.01% | 24.03%-5.0pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $164 | $3,442-95.2% | $2,975-94.5% | $4,299-96.2% |
| Participant deferral / active EE | $1,431 | $5,716-75.0% | $5,107-72.0% | $6,507-78.0% |
| Admin fee / account holder | $139 | $15,736-99.1% | $12,068-98.9% | $12,624-98.9% |