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 3-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 | $35,040 | $93,571-62.6% | $135,903-74.2% | $75,163-53.4% |
| Participation rate | 27.1% | 75.2%-48.1pp | 81.9%-54.8pp | 67.2%-40.1pp |
| Annual return | 22.91% | 30.90%-8.0pp | 68.23%-45.3pp | 160.62%-137.7pp |
| Employer contribution / active EE | $549 | $3,537-84.5% | $4,856-88.7% | $2,670-79.4% |
| Participant deferral / active EE | $2,405 | $6,404-62.4% | $7,758-69.0% | $4,125-41.7% |
| Admin fee / account holder | $104 | $6,975-98.5% | $10,762-99.0% | $5,651-98.2% |