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 | $37,150 | $81,233-54.3% | $155,567-76.1% | $80,874-54.1% |
| Participation rate | 7.7% | 66.2%-58.5pp | 78.2%-70.5pp | 67.6%-60.0pp |
| Annual return | 27.70% | 33.33%-5.6pp | 64.74%-37.0pp | 35.62%-7.9pp |
| Employer contribution / active EE | $112 | $3,101-96.4% | $4,674-97.6% | $2,756-95.9% |
| Participant deferral / active EE | $156 | $3,452-95.5% | $5,628-97.2% | $4,297-96.4% |
| Admin fee / account holder | $69 | $7,998-99.1% | $15,916-99.6% | $6,935-99.0% |