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 | $31,307 | $131,829-76.3% | $108,579-71.2% | $273,961-88.6% |
| Participation rate | 23.8% | 83.5%-59.6pp | 79.6%-55.8pp | 83.0%-59.2pp |
| Annual return | 6.96% | -91.57%+98.5pp | -51.70%+58.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $343 | $4,912-93.0% | $3,758-90.9% | $4,869-93.0% |
| Participant deferral / active EE | $1,371 | $5,127-73.3% | $4,311-68.2% | $5,287-74.1% |
| Admin fee / account holder | $53 | $10,252-99.5% | $7,645-99.3% | $10,132-99.5% |