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 4-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 | $10,612 | $80,717-86.9% | $154,803-93.1% | $84,808-87.5% |
| Participation rate | 24.2% | 66.8%-42.6pp | 78.1%-53.8pp | 68.3%-44.1pp |
| Annual return | 21.36% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $253 | $2,761-90.9% | $4,305-94.1% | $2,631-90.4% |
| Participant deferral / active EE | $340 | $3,303-89.7% | $5,540-93.9% | $4,212-91.9% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |