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 | $96,259 | $56,277+71.0% | $80,975+18.9% | $62,891+53.1% |
| Participation rate | 5.2% | 69.0%-63.8pp | 75.8%-70.6pp | 69.3%-64.1pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $149 | $4,195-96.4% | $5,696-97.4% | $3,203-95.3% |
| Admin fee / account holder | $45 | $3,741-98.8% | $5,516-99.2% | $4,296-99.0% |