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 | $21,576 | $52,681-59.0% | $75,781-71.5% | $59,632-63.8% |
| Participation rate | 16.9% | 67.2%-50.3pp | 75.8%-58.9pp | 68.7%-51.7pp |
| Annual return | -0.06% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $157 | $2,591-93.9% | $3,651-95.7% | $3,192-95.1% |
| Admin fee / account holder | $69 | $3,610-98.1% | $5,299-98.7% | $4,297-98.4% |