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 | $13,502 | $177,572-92.4% | $154,803-91.3% | $142,382-90.5% |
| Participation rate | 26.7% | 82.1%-55.4pp | 78.1%-51.4pp | 80.1%-53.5pp |
| Annual return | 20.36% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $151 | $4,810-96.9% | $4,305-96.5% | $4,299-96.5% |
| Participant deferral / active EE | $466 | $6,272-92.6% | $5,540-91.6% | $6,507-92.8% |
| Admin fee / account holder | $198 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |