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 | $29,310 | $80,717-63.7% | $154,803-81.1% | $84,808-65.4% |
| Participation rate | 8.2% | 66.8%-58.6pp | 78.1%-69.9pp | 68.3%-60.1pp |
| Annual return | 16.53% | 37.96%-21.4pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $109 | $2,761-96.1% | $4,305-97.5% | $2,631-95.9% |
| Participant deferral / active EE | $136 | $3,303-95.9% | $5,540-97.5% | $4,212-96.8% |
| Admin fee / account holder | $21 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |