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 | $47,211 | $197,591-76.1% | $177,821-73.5% | $158,922-70.3% |
| Participation rate | 57.9% | 88.5%-30.7pp | 87.7%-29.8pp | 82.0%-24.1pp |
| Annual return | 20.96% | 58.76%-37.8pp | 48.32%-27.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $671 | $6,697-90.0% | $5,918-88.7% | $4,761-85.9% |
| Participant deferral / active EE | $2,770 | $8,405-67.0% | $7,714-64.1% | $5,982-53.7% |
| Admin fee / account holder | $29 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |