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 | $89,224 | $180,449-50.6% | $154,107-42.1% | $135,375-34.1% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | 1.22% | 888.09%-886.9pp | 735.12%-733.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $881 | $6,035-85.4% | $5,298-83.4% | $4,779-81.6% |
| Participant deferral / active EE | $1,749 | $5,806-69.9% | $5,081-65.6% | $5,609-68.8% |
| Admin fee / account holder | $192 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |