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 | $24,214 | $113,935-78.7% | $94,224-74.3% | $125,391-80.7% |
| Participation rate | 59.1% | 82.9%-23.8pp | 78.8%-19.7pp | 83.2%-24.1pp |
| Annual return | -0.44% | 5.29%-5.7pp | 10.68%-11.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $432 | $4,727-90.9% | $3,587-88.0% | $4,866-91.1% |
| Participant deferral / active EE | $1,304 | $5,179-74.8% | $4,320-69.8% | $5,352-75.6% |
| Admin fee / account holder | $10 | $8,391-99.9% | $6,269-99.8% | $9,540-99.9% |