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 | $10,371 | $95,266-89.1% | $82,389-87.4% | $142,382-92.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 19.71% | 25.74%-6.0pp | 28.67%-9.0pp | 217.08%-197.4pp |
| Employer contribution / active EE | $91 | $2,991-97.0% | $2,517-96.4% | $4,299-97.9% |
| Participant deferral / active EE | $260 | $4,809-94.6% | $4,155-93.7% | $6,507-96.0% |
| Admin fee / account holder | $109 | $8,563-98.7% | $7,231-98.5% | $12,624-99.1% |