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 | $55,036 | $171,865-68.0% | $149,718-63.2% | $147,584-62.7% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 21.16% | 2113.22%-2092.1pp | 1501.63%-1480.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $865 | $6,275-86.2% | $5,445-84.1% | $4,876-82.3% |
| Participant deferral / active EE | $2,127 | $7,271-70.7% | $6,569-67.6% | $5,439-60.9% |
| Admin fee / account holder | $240 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |