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 7-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 | $34,776 | $64,707-46.3% | $112,228-69.0% | $68,494-49.2% |
| Participation rate | 10.3% | 67.2%-56.9pp | 75.1%-64.8pp | 67.9%-57.6pp |
| Annual return | -18.56% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $108 | $2,746-96.1% | $3,635-97.0% | $2,596-95.8% |
| Participant deferral / active EE | $1,047 | $3,565-70.6% | $4,728-77.9% | $4,027-74.0% |
| Admin fee / account holder | $278 | $5,232-94.7% | $6,410-95.7% | $5,403-94.9% |