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 | $80,163 | $64,707+23.9% | $112,228-28.6% | $68,494+17.0% |
| Participation rate | 10.3% | 67.2%-56.8pp | 75.1%-64.7pp | 67.9%-57.5pp |
| Annual return | -17.18% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $462 | $2,746-83.2% | $3,635-87.3% | $2,596-82.2% |
| Participant deferral / active EE | $909 | $3,565-74.5% | $4,728-80.8% | $4,027-77.4% |
| Admin fee / account holder | $20 | $5,232-99.6% | $6,410-99.7% | $5,403-99.6% |