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 | $85,208 | $112,096-24.0% | $95,952-11.2% | $158,922-46.4% |
| Participation rate | 16.7% | 79.0%-62.3pp | 77.1%-60.4pp | 82.0%-65.3pp |
| Annual return | 21.04% | 171.09%-150.0pp | 91.61%-70.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $509 | $3,198-84.1% | $2,541-80.0% | $4,761-89.3% |
| Participant deferral / active EE | $1,435 | $4,784-70.0% | $4,167-65.6% | $5,982-76.0% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |