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 | $72,604 | $83,477-13.0% | $125,175-42.0% | $72,985-0.5% |
| Participation rate | 34.5% | 73.3%-38.8pp | 79.8%-45.3pp | 69.5%-35.0pp |
| Annual return | 18.08% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,091 | $3,585-69.6% | $4,937-77.9% | $3,607-69.7% |
| Admin fee / account holder | $8 | $5,517-99.9% | $9,702-99.9% | $5,124-99.9% |