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 | $80,159 | $99,633-19.5% | $183,328-56.3% | $82,448-2.8% |
| Participation rate | 33.3% | 70.8%-37.4pp | 77.3%-44.0pp | 68.1%-34.7pp |
| Annual return | 15.37% | 17.84%-2.5pp | 29.67%-14.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $244 | $3,256-92.5% | $5,055-95.2% | $2,551-90.4% |
| Participant deferral / active EE | $1,458 | $4,938-70.5% | $6,795-78.5% | $4,139-64.8% |
| Admin fee / account holder | $291 | $9,934-97.1% | $21,427-98.6% | $7,234-96.0% |