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 | $27,052 | $59,186-54.3% | $76,768-64.8% | $56,287-51.9% |
| Participation rate | 17.1% | 75.2%-58.1pp | 77.0%-59.8pp | 69.9%-52.7pp |
| Annual return | -5.96% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $442 | $3,255-86.4% | $3,852-88.5% | $3,350-86.8% |
| Admin fee / account holder | $100 | $489-79.5% | $6,675-98.5% | $521-80.7% |