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 | $57,050 | $95,971-40.6% | $74,550-23.5% | $135,375-57.9% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -3.70% | 56.96%-60.7pp | 32.53%-36.2pp | 519.73%-523.4pp |
| Employer contribution / active EE | $282 | $2,716-89.6% | $1,961-85.6% | $4,779-94.1% |
| Participant deferral / active EE | $462 | $3,843-88.0% | $3,108-85.1% | $5,609-91.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |