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 | $33,149 | $152,587-78.3% | $125,175-73.5% | $152,861-78.3% |
| Participation rate | 35.7% | 83.3%-47.6pp | 79.8%-44.1pp | 82.4%-46.7pp |
| Annual return | 23.78% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $469 | $4,946-90.5% | $3,865-87.9% | $4,762-90.2% |
| Participant deferral / active EE | $541 | $5,868-90.8% | $4,937-89.0% | $5,850-90.7% |
| Admin fee / account holder | $143 | $13,434-98.9% | $9,702-98.5% | $11,596-98.8% |