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 | $23,271 | $113,339-79.5% | $94,993-75.5% | $147,584-84.2% |
| Participation rate | 53.3% | 78.0%-24.6pp | 73.9%-20.6pp | 82.8%-29.5pp |
| Annual return | 15.31% | 20.77%-5.5pp | 27.12%-11.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $330 | $3,777-91.3% | $3,317-90.1% | $5,439-93.9% |
| Admin fee / account holder | $237 | $6,063-96.1% | $4,960-95.2% | $10,885-97.8% |