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 | $86,047 | $197,591-56.5% | $177,821-51.6% | $158,922-45.9% |
| Participation rate | 64.3% | 88.5%-24.3pp | 87.7%-23.4pp | 82.0%-17.7pp |
| Annual return | 11.23% | 58.76%-47.5pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $81 | $6,697-98.8% | $5,918-98.6% | $4,761-98.3% |
| Participant deferral / active EE | $2,703 | $8,405-67.8% | $7,714-65.0% | $5,982-54.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |