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 | $42,864 | $152,587-71.9% | $125,175-65.8% | $152,861-72.0% |
| Participation rate | 13.0% | 83.3%-70.3pp | 79.8%-66.7pp | 82.4%-69.4pp |
| Annual return | 25.49% | 54.84%-29.3pp | 43.79%-18.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $554 | $4,946-88.8% | $3,865-85.7% | $4,762-88.4% |
| Participant deferral / active EE | $1,200 | $5,868-79.6% | $4,937-75.7% | $5,850-79.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |