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 | $45,988 | $135,952-66.2% | $123,892-62.9% | $273,961-83.2% |
| Participation rate | 55.0% | 84.1%-29.1pp | 81.4%-26.4pp | 83.0%-28.0pp |
| Annual return | 6.85% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $688 | $5,170-86.7% | $4,617-85.1% | $4,869-85.9% |
| Participant deferral / active EE | $1,862 | $6,343-70.6% | $5,984-68.9% | $5,287-64.8% |
| Admin fee / account holder | $73 | $9,817-99.3% | $8,357-99.1% | $10,132-99.3% |