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 | $28,652 | $56,357-49.2% | $104,294-72.5% | $68,494-58.2% |
| Participation rate | 8.3% | 63.3%-54.9pp | 73.3%-64.9pp | 67.9%-59.6pp |
| Annual return | -15.48% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $97 | $1,960-95.0% | $3,372-97.1% | $2,596-96.3% |
| Participant deferral / active EE | $113 | $3,077-96.3% | $4,625-97.6% | $4,027-97.2% |
| Admin fee / account holder | $20 | $4,903-99.6% | $7,339-99.7% | $5,403-99.6% |