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 | $41,034 | $183,540-77.6% | $92,893-55.8% | - |
| Participation rate | 63.6% | 69.1%-5.5pp | 76.0%-12.4pp | - |
| Annual return | 14.25% | 7.80%+6.5pp | 109.41%-95.2pp | - |
| Employer contribution / active EE | $370 | $2,217-83.3% | $3,653-89.9% | - |
| Participant deferral / active EE | $2,147 | $3,031-29.2% | $4,236-49.3% | - |
| Admin fee / account holder | $168 | $9,074-98.2% | $5,794-97.1% | - |