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 | $37,589 | $127,065-70.4% | $113,168-66.8% | $142,382-73.6% |
| Participation rate | 45.0% | 79.2%-34.2pp | 76.6%-31.6pp | 80.1%-35.1pp |
| Annual return | 13.98% | 24.03%-10.0pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $615 | $3,442-82.1% | $2,975-79.3% | $4,299-85.7% |
| Participant deferral / active EE | $1,062 | $5,716-81.4% | $5,107-79.2% | $6,507-83.7% |
| Admin fee / account holder | $68 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |