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 | $29,956 | $80,717-62.9% | $154,803-80.6% | $84,808-64.7% |
| Participation rate | 11.0% | 66.8%-55.8pp | 78.1%-67.1pp | 68.3%-57.3pp |
| Annual return | 13.51% | 37.96%-24.4pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $195 | $2,761-92.9% | $4,305-95.5% | $2,631-92.6% |
| Participant deferral / active EE | $614 | $3,303-81.4% | $5,540-88.9% | $4,212-85.4% |
| Admin fee / account holder | $24 | $6,746-99.6% | $14,329-99.8% | $7,344-99.7% |