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 | $37,510 | $153,772-75.6% | $133,980-72.0% | $273,961-86.3% |
| Participation rate | 14.3% | 88.4%-74.1pp | 87.1%-72.8pp | 83.0%-68.7pp |
| Annual return | 220.80% | 36.51%+184.3pp | 29.30%+191.5pp | 41.45%+179.3pp |
| Employer contribution / active EE | $752 | $6,029-87.5% | $5,211-85.6% | $4,869-84.6% |
| Participant deferral / active EE | $715 | $6,958-89.7% | $6,282-88.6% | $5,287-86.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |