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 | $20,755 | $57,354-63.8% | $83,848-75.2% | $64,186-67.7% |
| Participation rate | 43.5% | 68.6%-25.1pp | 76.1%-32.7pp | 69.6%-26.1pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $359 | $2,545-85.9% | $3,631-90.1% | $2,381-84.9% |
| Participant deferral / active EE | $922 | $2,993-69.2% | $4,082-77.4% | $3,470-73.4% |
| Admin fee / account holder | $236 | $4,046-94.2% | $5,478-95.7% | $4,888-95.2% |