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 | $35,362 | $185,822-81.0% | $169,993-79.2% | $139,434-74.6% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 14.12% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $458 | $7,590-94.0% | $6,785-93.3% | $4,751-90.4% |
| Participant deferral / active EE | $1,054 | $11,622-90.9% | $10,408-89.9% | $6,710-84.3% |
| Admin fee / account holder | $263 | $15,381-98.3% | $12,815-97.9% | $11,403-97.7% |