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 6-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 | $30,039 | $111,754-73.1% | $103,333-70.9% | $145,922-79.4% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 17.29% | 24.77%-7.5pp | 24.88%-7.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $310 | $4,212-92.6% | $3,868-92.0% | $4,660-93.4% |
| Participant deferral / active EE | $310 | $5,619-94.5% | $5,057-93.9% | $6,688-95.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |