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 | $73,473 | $81,208-9.5% | $98,907-25.7% | $79,858-8.0% |
| Participation rate | 23.3% | 72.5%-49.2pp | 76.0%-52.7pp | 69.6%-46.3pp |
| Annual return | 14.73% | 60.99%-46.3pp | 196.43%-181.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,150 | $3,265-64.8% | $4,244-72.9% | $3,740-69.2% |
| Admin fee / account holder | $271 | $6,013-95.5% | $6,642-95.9% | $5,306-94.9% |