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 | $15,827 | $45,152-64.9% | $73,843-78.6% | $59,632-73.5% |
| Participation rate | 8.8% | 64.0%-55.2pp | 73.4%-64.6pp | 68.7%-59.8pp |
| Annual return | -2.42% | 27.40%-29.8pp | 2267.84%-2270.3pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $292 | $2,574-88.7% | $3,583-91.9% | $3,192-90.9% |
| Admin fee / account holder | $36 | $3,516-99.0% | $4,880-99.3% | $4,297-99.2% |