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 | $21,168 | $35,183-39.8% | $73,545-71.2% | $70,131-69.8% |
| Participation rate | 3.4% | 42.9%-39.5pp | 54.9%-51.5pp | 69.5%-66.1pp |
| Annual return | 22.55% | 26.90%-4.3pp | -15.16%+37.7pp | 73.14%-50.6pp |
| Employer contribution / active EE | $86 | $709-87.9% | $1,219-93.0% | $2,342-96.3% |
| Participant deferral / active EE | $107 | $1,220-91.2% | $1,806-94.1% | $3,332-96.8% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |