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 | $28,942 | $76,552-62.2% | $123,892-76.6% | $62,891-54.0% |
| Participation rate | 15.6% | 73.0%-57.4pp | 81.4%-65.8pp | 69.3%-53.7pp |
| Annual return | 8.29% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $378 | $2,883-86.9% | $4,617-91.8% | $2,281-83.4% |
| Participant deferral / active EE | $536 | $4,840-88.9% | $5,984-91.0% | $3,203-83.3% |
| Admin fee / account holder | $266 | $4,826-94.5% | $8,357-96.8% | $4,296-93.8% |