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 | $61,229 | $110,257-44.5% | $96,544-36.6% | $139,434-56.1% |
| Participation rate | 61.1% | 78.1%-17.0pp | 76.0%-14.9pp | 80.3%-19.2pp |
| Annual return | 21.27% | 26.32%-5.0pp | 25.84%-4.6pp | 372.94%-351.7pp |
| Employer contribution / active EE | $709 | $3,620-80.4% | $2,965-76.1% | $4,751-85.1% |
| Participant deferral / active EE | $1,431 | $5,548-74.2% | $4,851-70.5% | $6,710-78.7% |
| Admin fee / account holder | $79 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |