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 | $16,294 | $77,634-79.0% | $156,549-89.6% | $62,891-74.1% |
| Participation rate | 10.9% | 71.2%-60.3pp | 84.0%-73.1pp | 69.3%-58.4pp |
| Annual return | 7.04% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $311 | $3,444-91.0% | $5,501-94.3% | $2,281-86.3% |
| Participant deferral / active EE | $793 | $3,045-74.0% | $4,871-83.7% | $3,203-75.2% |
| Admin fee / account holder | $226 | $5,561-95.9% | $13,027-98.3% | $4,296-94.7% |