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 6-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 | $16,372 | $124,281-86.8% | $109,143-85.0% | $167,490-90.2% |
| Participation rate | 13.6% | 79.4%-65.8pp | 75.9%-62.2pp | 82.1%-68.5pp |
| Annual return | 12.24% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $659 | $4,207-84.3% | $3,722-82.3% | $4,837-86.4% |
| Participant deferral / active EE | $1,195 | $5,255-77.3% | $4,653-74.3% | $6,341-81.2% |
| Admin fee / account holder | $171 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |