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 | $145,674 | $165,335-11.9% | $149,696-2.7% | $158,922-8.3% |
| Participation rate | 8.3% | 84.6%-76.2pp | 82.5%-74.1pp | 82.0%-73.6pp |
| Annual return | 22.25% | 348.15%-325.9pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $220 | $5,103-95.7% | $4,644-95.3% | $4,761-95.4% |
| Participant deferral / active EE | $1,625 | $7,181-77.4% | $6,842-76.2% | $5,982-72.8% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |