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 | $25,892 | $62,561-58.6% | $105,218-75.4% | $52,331-50.5% |
| Participation rate | 22.6% | 70.4%-47.8pp | 77.2%-54.7pp | 68.1%-45.5pp |
| Annual return | 11.86% | 8.71%+3.1pp | 5.33%+6.5pp | 4.54%+7.3pp |
| Employer contribution / active EE | $240 | $2,137-88.8% | $3,255-92.6% | $1,882-87.3% |
| Participant deferral / active EE | $655 | $3,355-80.5% | $4,867-86.5% | $3,022-78.3% |
| Admin fee / account holder | $5 | $198-97.3% | $6,992-99.9% | $592-99.1% |