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 | $39,164 | $72,277-45.8% | $101,248-61.3% | $79,858-51.0% |
| Participation rate | 14.6% | 68.5%-53.9pp | 75.8%-61.2pp | 69.6%-55.0pp |
| Annual return | 13.35% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $358 | $2,692-86.7% | $3,660-90.2% | $2,471-85.5% |
| Participant deferral / active EE | $528 | $3,282-83.9% | $4,370-87.9% | $3,740-85.9% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |