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 | $12,765 | $23,385-45.4% | $69,182-81.5% | $57,658-77.9% |
| Participation rate | 5.2% | 37.9%-32.7pp | 55.1%-49.9pp | 70.2%-65.0pp |
| Annual return | 6.44% | -659.34%+665.8pp | -21.93%+28.4pp | 5.13%+1.3pp |
| Employer contribution / active EE | $61 | $422-85.6% | $1,206-94.9% | $1,974-96.9% |
| Participant deferral / active EE | $95 | $843-88.7% | $1,897-95.0% | $3,061-96.9% |
| Admin fee / account holder | $246 | $82+199.4% | $2,697-90.9% | $95+160.1% |