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 | $70,026 | $61,660+13.6% | $80,019-12.5% | $64,186+9.1% |
| Participation rate | 29.2% | 71.7%-42.5pp | 75.8%-46.7pp | 69.6%-40.4pp |
| Annual return | -4.58% | -0.33%-4.2pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,048 | $2,968-64.7% | $3,686-71.6% | $3,470-69.8% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |