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 | $53,528 | $183,963-70.9% | $162,163-67.0% | $152,861-65.0% |
| Participation rate | 43.5% | 88.5%-45.0pp | 87.6%-44.1pp | 82.4%-39.0pp |
| Annual return | 22.25% | 150.76%-128.5pp | 115.59%-93.3pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,978 | $8,034-75.4% | $7,298-72.9% | $5,850-66.2% |
| Admin fee / account holder | $14 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |