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 | $14,691 | $76,000-80.7% | $154,107-90.5% | $64,186-77.1% |
| Participation rate | 22.5% | 70.4%-47.9pp | 83.0%-60.5pp | 69.6%-47.1pp |
| Annual return | 6.35% | 30.32%-24.0pp | 735.12%-728.8pp | 7.63%-1.3pp |
| Employer contribution / active EE | $309 | $3,351-90.8% | $5,298-94.2% | $2,381-87.0% |
| Participant deferral / active EE | $644 | $3,175-79.7% | $5,081-87.3% | $3,470-81.5% |
| Admin fee / account holder | $148 | $5,596-97.4% | $13,411-98.9% | $4,888-97.0% |