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 | $37,937 | $167,307-77.3% | $143,757-73.6% | $134,475-71.8% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -11.13% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $715 | $5,619-87.3% | $4,951-85.6% | $4,740-84.9% |
| Participant deferral / active EE | $1,297 | $6,446-79.9% | $5,637-77.0% | $6,400-79.7% |
| Admin fee / account holder | $88 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |