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 | $23,897 | $157,256-84.8% | $141,162-83.1% | $152,861-84.4% |
| Participation rate | 35.3% | 84.8%-49.5pp | 82.5%-47.2pp | 82.4%-47.2pp |
| Annual return | 22.70% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $406 | $7,109-94.3% | $6,709-93.9% | $5,850-93.1% |
| Admin fee / account holder | $251 | $12,120-97.9% | $10,261-97.6% | $11,596-97.8% |