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 9-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 | $20,138 | $67,331-70.1% | $60,874-66.9% | $134,475-85.0% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.1%-58.8pp | 81.2%-66.9pp |
| Annual return | -19.02% | 49.93%-69.0pp | 16.90%-35.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $98 | $3,096-96.9% | $2,701-96.4% | $4,740-97.9% |
| Participant deferral / active EE | $221 | $4,538-95.1% | $3,817-94.2% | $6,400-96.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |