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 | $27,760 | $65,041-57.3% | $90,951-69.5% | $79,858-65.2% |
| Participation rate | 42.6% | 61.6%-19.0pp | 69.0%-26.4pp | 69.6%-27.0pp |
| Annual return | 21.05% | 30.45%-9.4pp | 134.60%-113.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $138 | $1,247-89.0% | $2,122-93.5% | $2,471-94.4% |
| Participant deferral / active EE | $574 | $2,512-77.1% | $3,373-83.0% | $3,740-84.6% |
| Admin fee / account holder | $189 | $4,536-95.8% | $5,959-96.8% | $5,306-96.4% |