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 | $33,573 | $78,422-57.2% | $95,952-65.0% | $79,858-58.0% |
| Participation rate | 30.9% | 73.5%-42.6pp | 77.1%-46.2pp | 69.6%-38.8pp |
| Annual return | 12.93% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $160 | $1,945-91.8% | $2,541-93.7% | $2,471-93.5% |
| Participant deferral / active EE | $1,458 | $3,440-57.6% | $4,167-65.0% | $3,740-61.0% |
| Admin fee / account holder | $147 | $5,622-97.4% | $6,795-97.8% | $5,306-97.2% |