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 5-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 | $12,797 | $172,111-92.6% | $150,298-91.5% | $137,256-90.7% |
| Participation rate | 35.0% | 81.7%-46.7pp | 77.8%-42.8pp | 80.0%-45.0pp |
| Annual return | 23.29% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $598 | $4,636-87.1% | $4,154-85.6% | $4,156-85.6% |
| Participant deferral / active EE | $637 | $6,166-89.7% | $5,453-88.3% | $6,407-90.1% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |