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 | $97,528 | $115,882-15.8% | $100,516-3.0% | $158,922-38.6% |
| Participation rate | 44.4% | 81.6%-37.1pp | 79.4%-35.0pp | 82.0%-37.5pp |
| Annual return | 16.13% | 34.79%-18.7pp | 30.89%-14.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $179 | $4,103-95.6% | $3,418-94.8% | $4,761-96.2% |
| Participant deferral / active EE | $1,123 | $6,674-83.2% | $6,270-82.1% | $5,982-81.2% |
| Admin fee / account holder | $25 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |