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 | $22,510 | $138,065-83.7% | $123,544-81.8% | $135,375-83.4% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -6.19% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $273 | $5,151-94.7% | $4,628-94.1% | $4,779-94.3% |
| Participant deferral / active EE | $647 | $6,799-90.5% | $6,426-89.9% | $5,609-88.5% |
| Admin fee / account holder | $133 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |