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 | $94,628 | $76,000+24.5% | $154,107-38.6% | $64,186+47.4% |
| Participation rate | 5.7% | 70.4%-64.7pp | 83.0%-77.4pp | 69.6%-63.9pp |
| Annual return | -0.64% | 30.32%-31.0pp | 735.12%-735.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $34 | $3,351-99.0% | $5,298-99.4% | $2,381-98.6% |
| Participant deferral / active EE | $47 | $3,175-98.5% | $5,081-99.1% | $3,470-98.6% |
| Admin fee / account holder | $118 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |