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 9-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 | $31,115 | $92,703-66.4% | $82,719-62.4% | $134,475-76.9% |
| Participation rate | 5.6% | 75.2%-69.6pp | 72.6%-67.0pp | 81.2%-75.7pp |
| Annual return | -16.09% | 944.92%-961.0pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $67 | $3,274-98.0% | $3,009-97.8% | $4,740-98.6% |
| Participant deferral / active EE | $83 | $4,802-98.3% | $4,395-98.1% | $6,400-98.7% |
| Admin fee / account holder | $166 | $5,983-97.2% | $5,329-96.9% | $11,426-98.5% |