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 | $15,863 | $45,035-64.8% | $62,995-74.8% | $70,131-77.4% |
| Participation rate | 17.9% | 69.5%-51.6pp | 74.8%-56.9pp | 69.5%-51.6pp |
| Annual return | 18.18% | 18.76%-0.6pp | 87.57%-69.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $320 | $2,051-84.4% | $2,759-88.4% | $2,342-86.4% |
| Participant deferral / active EE | $548 | $2,465-77.7% | $3,329-83.5% | $3,332-83.5% |
| Admin fee / account holder | $7 | $2,834-99.7% | $3,600-99.8% | $4,645-99.8% |