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 | $13,274 | $76,000-82.5% | $154,107-91.4% | $64,186-79.3% |
| Participation rate | 25.5% | 70.4%-45.0pp | 83.0%-57.6pp | 69.6%-44.1pp |
| Annual return | -4.18% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $266 | $3,351-92.0% | $5,298-95.0% | $2,381-88.8% |
| Participant deferral / active EE | $351 | $3,175-88.9% | $5,081-93.1% | $3,470-89.9% |
| Admin fee / account holder | $83 | $5,596-98.5% | $13,411-99.4% | $4,888-98.3% |