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 | $73,841 | $109,817-32.8% | $98,442-25.0% | $167,490-55.9% |
| Participation rate | 47.1% | 75.8%-28.8pp | 73.3%-26.3pp | 82.1%-35.0pp |
| Annual return | 19.32% | 1956.69%-1937.4pp | 1492.73%-1473.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $719 | $4,673-84.6% | $4,276-83.2% | $6,341-88.7% |
| Admin fee / account holder | $199 | $6,753-97.1% | $5,949-96.7% | $12,309-98.4% |