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 | $38,632 | $111,724-65.4% | $93,606-58.7% | $145,922-73.5% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 10.71% | 202.98%-192.3pp | 133.20%-122.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $303 | $3,090-90.2% | $2,420-87.5% | $4,660-93.5% |
| Participant deferral / active EE | $451 | $4,912-90.8% | $4,411-89.8% | $6,688-93.3% |
| Admin fee / account holder | $91 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |