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 | $30,900 | $209,411-85.2% | $178,490-82.7% | $158,922-80.6% |
| Participation rate | 52.2% | 86.3%-34.2pp | 81.9%-29.7pp | 82.0%-29.8pp |
| Annual return | 18.81% | 188.75%-169.9pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $677 | $5,706-88.1% | $5,011-86.5% | $4,761-85.8% |
| Participant deferral / active EE | $914 | $5,954-84.6% | $5,202-82.4% | $5,982-84.7% |
| Admin fee / account holder | $112 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |