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 6-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 | $51,428 | $159,602-67.8% | $150,045-65.7% | $142,382-63.9% |
| Participation rate | 13.0% | 84.0%-70.9pp | 82.3%-69.3pp | 80.1%-67.1pp |
| Annual return | 18.28% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $285 | $4,961-94.3% | $4,693-93.9% | $4,299-93.4% |
| Participant deferral / active EE | $1,679 | $8,310-79.8% | $7,997-79.0% | $6,507-74.2% |
| Admin fee / account holder | $266 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |