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 | $37,010 | $53,162-30.4% | $91,220-59.4% | $68,494-46.0% |
| Participation rate | 45.9% | 63.2%-17.3pp | 73.2%-27.3pp | 67.9%-21.9pp |
| Annual return | -18.72% | -3.14%-15.6pp | 114.01%-132.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $178 | $2,974-94.0% | $4,234-95.8% | $4,027-95.6% |
| Admin fee / account holder | $133 | $4,493-97.0% | $5,420-97.5% | $5,403-97.5% |