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 | $16,284 | $111,535-85.4% | $105,223-84.5% | $137,256-88.1% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 13.90% | 237.85%-224.0pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $611 | $3,939-84.5% | $3,689-83.4% | $4,156-85.3% |
| Participant deferral / active EE | $990 | $5,500-82.0% | $5,072-80.5% | $6,407-84.5% |
| Admin fee / account holder | $175 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |