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 7-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 | $23,366 | $56,114-58.4% | $96,139-75.7% | $85,850-72.8% |
| Participation rate | 19.1% | 56.7%-37.6pp | 68.4%-49.3pp | 69.3%-50.2pp |
| Annual return | 16.28% | 42.30%-26.0pp | 191.94%-175.7pp | 318.53%-302.3pp |
| Employer contribution / active EE | $217 | $1,620-86.6% | $2,797-92.2% | $2,565-91.5% |
| Participant deferral / active EE | $701 | $2,859-75.5% | $4,349-83.9% | $3,952-82.3% |
| Admin fee / account holder | $213 | $3,768-94.3% | $5,537-96.1% | $6,260-96.6% |