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 | $26,364 | $63,346-58.4% | $92,233-71.4% | $70,131-62.4% |
| Participation rate | 9.3% | 68.7%-59.4pp | 76.5%-67.2pp | 69.5%-60.3pp |
| Annual return | 19.44% | 530.12%-510.7pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $258 | $2,471-89.6% | $3,679-93.0% | $2,342-89.0% |
| Participant deferral / active EE | $1,094 | $2,854-61.7% | $3,897-71.9% | $3,332-67.2% |
| Admin fee / account holder | $67 | $3,840-98.3% | $5,194-98.7% | $4,645-98.6% |