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 | $49,778 | $197,591-74.8% | $177,821-72.0% | $158,922-68.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 10.97% | 58.76%-47.8pp | 48.32%-37.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $800 | $6,697-88.1% | $5,918-86.5% | $4,761-83.2% |
| Participant deferral / active EE | $1,133 | $8,405-86.5% | $7,714-85.3% | $5,982-81.1% |
| Admin fee / account holder | $264 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |