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 | $33,458 | $72,277-53.7% | $101,248-67.0% | $79,858-58.1% |
| Participation rate | 21.9% | 68.5%-46.6pp | 75.8%-53.9pp | 69.6%-47.8pp |
| Annual return | 15.44% | 22.30%-6.9pp | 46.47%-31.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $524 | $2,692-80.5% | $3,660-85.7% | $2,471-78.8% |
| Participant deferral / active EE | $809 | $3,282-75.3% | $4,370-81.5% | $3,740-78.4% |
| Admin fee / account holder | $68 | $4,400-98.5% | $5,945-98.9% | $5,306-98.7% |