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 6-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 | $15,189 | $54,229-72.0% | $70,092-78.3% | $68,494-77.8% |
| Participation rate | 20.4% | 64.5%-44.1pp | 70.5%-50.1pp | 67.9%-47.5pp |
| Annual return | -15.71% | -13.87%-1.8pp | 190.73%-206.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $79 | $2,018-96.1% | $2,559-96.9% | $2,596-97.0% |
| Participant deferral / active EE | $443 | $2,956-85.0% | $3,849-88.5% | $4,027-89.0% |
| Admin fee / account holder | $183 | $4,694-96.1% | $6,267-97.1% | $5,403-96.6% |