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 3-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 | $90,539 | $154,117-41.3% | $129,995-30.4% | $139,434-35.1% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.5%-49.9pp | 80.3%-51.7pp |
| Annual return | 0.00% | 32.48%-32.5pp | -137.18%+137.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $489 | $5,289-90.7% | $4,320-88.7% | $4,751-89.7% |
| Participant deferral / active EE | $1,906 | $6,710-71.6% | $5,820-67.3% | $6,710-71.6% |
| Admin fee / account holder | $60 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |