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 5-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 | $30,923 | $87,540-64.7% | $75,781-59.2% | $125,391-75.3% |
| Participation rate | 10.0% | 80.2%-70.2pp | 75.8%-65.8pp | 83.2%-73.2pp |
| Annual return | -0.74% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $471 | $3,930-88.0% | $3,323-85.8% | $4,866-90.3% |
| Participant deferral / active EE | $589 | $4,229-86.1% | $3,651-83.9% | $5,352-89.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |