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 | $45,087 | $35,986+25.3% | $77,482-41.8% | $73,488-38.6% |
| Participation rate | 11.7% | 40.8%-29.1pp | 54.2%-42.5pp | 70.7%-59.0pp |
| Annual return | 40.07% | 19.26%+20.8pp | 54.79%-14.7pp | 28.51%+11.6pp |
| Employer contribution / active EE | $29 | $557-94.9% | $986-97.1% | $2,270-98.7% |
| Participant deferral / active EE | $227 | $1,198-81.0% | $1,861-87.8% | $3,740-93.9% |
| Admin fee / account holder | $4 | $466-99.2% | $2,858-99.9% | $513-99.3% |