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 | $63,338 | $89,652-29.4% | $141,162-55.1% | $65,185-2.8% |
| Participation rate | 18.7% | 74.7%-56.0pp | 82.5%-63.8pp | 70.2%-51.5pp |
| Annual return | 28.33% | 32.79%-4.5pp | 71.39%-43.1pp | 29.38%-1.1pp |
| Employer contribution / active EE | $37 | $3,065-98.8% | $4,735-99.2% | $2,177-98.3% |
| Participant deferral / active EE | $545 | $5,691-90.4% | $6,709-91.9% | $3,514-84.5% |
| Admin fee / account holder | $175 | $569-69.2% | $10,261-98.3% | $847-79.3% |