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 | $59,232 | $58,523+1.2% | $99,443-40.4% | $72,985-18.8% |
| Participation rate | 33.3% | 64.6%-31.3pp | 73.8%-40.5pp | 69.5%-36.2pp |
| Annual return | 21.08% | 28.51%-7.4pp | 30.72%-9.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $196 | $1,512-87.0% | $2,540-92.3% | $2,440-92.0% |
| Participant deferral / active EE | $871 | $2,606-66.6% | $3,619-75.9% | $3,607-75.9% |
| Admin fee / account holder | $256 | $4,102-93.8% | $6,250-95.9% | $5,124-95.0% |