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 | $27,189 | $91,190-70.2% | $178,490-84.8% | $79,858-66.0% |
| Participation rate | 44.1% | 69.2%-25.1pp | 81.9%-37.8pp | 69.6%-25.5pp |
| Annual return | 16.47% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $215 | $3,256-93.4% | $5,011-95.7% | $2,471-91.3% |
| Participant deferral / active EE | $694 | $3,236-78.6% | $5,202-86.7% | $3,740-81.5% |
| Admin fee / account holder | $138 | $6,751-98.0% | $13,984-99.0% | $5,306-97.4% |