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 9-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 | $26,659 | $104,251-74.4% | $91,001-70.7% | $147,584-81.9% |
| Participation rate | 4.5% | 78.2%-73.7pp | 75.6%-71.1pp | 82.8%-78.3pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $414 | $3,116-86.7% | $2,456-83.1% | $4,876-91.5% |
| Participant deferral / active EE | $796 | $4,195-81.0% | $3,547-77.6% | $5,439-85.4% |
| Admin fee / account holder | $2 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |