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 | $138,508 | $135,952+1.9% | $123,892+11.8% | $273,961-49.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 10.11% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $360 | $5,170-93.0% | $4,617-92.2% | $4,869-92.6% |
| Participant deferral / active EE | $863 | $6,343-86.4% | $5,984-85.6% | $5,287-83.7% |
| Admin fee / account holder | $57 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |