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 | $70,478 | $133,958-47.4% | $112,228-37.2% | $134,475-47.6% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -15.00% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $689 | $4,038-82.9% | $3,635-81.0% | $4,740-85.5% |
| Participant deferral / active EE | $1,461 | $5,291-72.4% | $4,728-69.1% | $6,400-77.2% |
| Admin fee / account holder | $60 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |