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 | $49,612 | $67,214-26.2% | $61,491-19.3% | $134,475-63.1% |
| Participation rate | 14.3% | 83.7%-69.4pp | 79.3%-65.0pp | 81.2%-66.9pp |
| Annual return | -14.19% | -12.08%-2.1pp | -12.98%-1.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $103 | $4,974-97.9% | $4,246-97.6% | $4,740-97.8% |
| Participant deferral / active EE | $103 | $6,103-98.3% | $5,188-98.0% | $6,400-98.4% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |