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 | $26,780 | $62,586-57.2% | $76,768-65.1% | $64,186-58.3% |
| Participation rate | 16.9% | 72.8%-55.9pp | 77.0%-60.0pp | 69.6%-52.6pp |
| Annual return | 661.66% | -1.95%+663.6pp | 2.43%+659.2pp | 7.63%+654.0pp |
| Employer contribution / active EE | $221 | $1,832-87.9% | $2,485-91.1% | $2,381-90.7% |
| Participant deferral / active EE | $653 | $3,145-79.2% | $3,852-83.0% | $3,470-81.2% |
| Admin fee / account holder | $253 | $4,667-94.6% | $6,675-96.2% | $4,888-94.8% |