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 | $19,854 | $43,327-54.2% | $59,878-66.8% | $64,186-69.1% |
| Participation rate | 10.7% | 69.2%-58.5pp | 74.7%-64.0pp | 69.6%-58.9pp |
| Annual return | 7.33% | -1.55%+8.9pp | 3.46%+3.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $50 | $2,028-97.5% | $2,722-98.2% | $2,381-97.9% |
| Participant deferral / active EE | $134 | $2,546-94.7% | $3,402-96.1% | $3,470-96.1% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |