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 | $10,423 | $37,393-72.1% | $77,024-86.5% | $66,914-84.4% |
| Participation rate | 2.0% | 52.9%-50.9pp | 67.9%-65.9pp | 69.8%-67.8pp |
| Annual return | 3.75% | -3.29%+7.0pp | 42.32%-38.6pp | 1.58%+2.2pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $113 | $2,617-95.7% | $4,426-97.5% | $4,237-97.3% |
| Admin fee / account holder | $71 | $567-87.5% | $5,425-98.7% | $593-88.1% |