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 | $27,734 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.76% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $781 | $4,804-83.7% | $4,554-82.9% | $4,156-81.2% |
| Participant deferral / active EE | $1,283 | $8,216-84.4% | $7,897-83.8% | $6,407-80.0% |
| Admin fee / account holder | $263 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |