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 | $31,352 | $67,606-53.6% | $82,313-61.9% | $70,131-55.3% |
| Participation rate | 40.8% | 72.8%-32.0pp | 76.9%-36.1pp | 69.5%-28.7pp |
| Annual return | 12.26% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $183 | $1,755-89.5% | $2,428-92.4% | $2,342-92.2% |
| Participant deferral / active EE | $892 | $2,987-70.1% | $3,706-75.9% | $3,332-73.2% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |