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 10-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 | $31,991 | $202,318-84.2% | $172,739-81.5% | $152,861-79.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 22.20% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $58 | $5,856-99.0% | $5,143-98.9% | $4,762-98.8% |
| Participant deferral / active EE | $316 | $5,948-94.7% | $5,198-93.9% | $5,850-94.6% |
| Admin fee / account holder | $209 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |