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 | $35,870 | $65,365-45.1% | $92,893-61.4% | $72,985-50.9% |
| Participation rate | 6.7% | 68.3%-61.6pp | 76.0%-69.3pp | 69.5%-62.8pp |
| Annual return | 25.83% | 42.10%-16.3pp | 109.41%-83.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $201 | $2,594-92.2% | $3,653-94.5% | $2,440-91.8% |
| Participant deferral / active EE | $524 | $3,128-83.2% | $4,236-87.6% | $3,607-85.5% |
| Admin fee / account holder | $16 | $4,251-99.6% | $5,794-99.7% | $5,124-99.7% |