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 5-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 | $10,130 | $112,729-91.0% | $98,716-89.7% | $137,256-92.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 16.88% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3 | $2,725-99.9% | $2,279-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $3 | $4,640-99.9% | $4,048-99.9% | $6,407-100.0% |
| Admin fee / account holder | $84 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |