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 | $24,911 | $95,971-74.0% | $74,550-66.6% | $135,375-81.6% |
| Participation rate | 41.2% | 75.7%-34.5pp | 69.1%-28.0pp | 82.6%-41.5pp |
| Annual return | -6.89% | 56.96%-63.9pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $385 | $3,843-90.0% | $3,108-87.6% | $5,609-93.1% |
| Admin fee / account holder | $275 | $6,522-95.8% | $5,060-94.6% | $10,827-97.5% |