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 | $99,847 | $53,516+86.6% | $126,539-21.1% | $84,808+17.7% |
| Participation rate | 10.5% | 58.2%-47.8pp | 69.8%-59.4pp | 68.3%-57.8pp |
| Annual return | 19.40% | 58.34%-38.9pp | 425.95%-406.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $497 | $2,671-81.4% | $4,083-87.8% | $4,212-88.2% |
| Admin fee / account holder | $183 | $4,497-95.9% | $6,065-97.0% | $7,344-97.5% |