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 | $59,202 | $76,552-22.7% | $123,892-52.2% | $62,891-5.9% |
| Participation rate | 30.4% | 73.0%-42.5pp | 81.4%-51.0pp | 69.3%-38.9pp |
| Annual return | 6.19% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,022 | $4,840-58.2% | $5,984-66.2% | $3,203-36.9% |
| Admin fee / account holder | $144 | $4,826-97.0% | $8,357-98.3% | $4,296-96.7% |