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 | $58,957 | $181,894-67.6% | $156,549-62.3% | $273,961-78.5% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 7.81% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $63 | $6,248-99.0% | $5,501-98.9% | $4,869-98.7% |
| Participant deferral / active EE | $758 | $5,550-86.3% | $4,871-84.4% | $5,287-85.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |