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 | $44,614 | $91,190-51.1% | $178,490-75.0% | $79,858-44.1% |
| Participation rate | 8.0% | 69.2%-61.2pp | 81.9%-73.9pp | 69.6%-61.6pp |
| Annual return | 14.16% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $461 | $3,236-85.7% | $5,202-91.1% | $3,740-87.7% |
| Admin fee / account holder | $127 | $6,751-98.1% | $13,984-99.1% | $5,306-97.6% |