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 | $24,349 | $81,248-70.0% | $155,509-84.3% | $80,856-69.9% |
| Participation rate | 11.1% | 66.2%-55.1pp | 78.2%-67.1pp | 67.6%-56.5pp |
| Annual return | 11.82% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $184 | $3,100-94.1% | $4,672-96.1% | $2,755-93.3% |
| Participant deferral / active EE | $220 | $3,452-93.6% | $5,626-96.1% | $4,296-94.9% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |