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 | $35,007 | $74,927-53.3% | $101,794-65.6% | $84,808-58.7% |
| Participation rate | 25.6% | 61.4%-35.8pp | 69.2%-43.5pp | 68.3%-42.7pp |
| Annual return | 14.35% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $130 | $1,522-91.5% | $2,289-94.3% | $2,631-95.1% |
| Participant deferral / active EE | $324 | $3,099-89.6% | $4,084-92.1% | $4,212-92.3% |
| Admin fee / account holder | $10 | $6,514-99.9% | $8,777-99.9% | $7,344-99.9% |