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 | $22,923 | $77,813-70.5% | $123,544-81.4% | $64,186-64.3% |
| Participation rate | 9.4% | 74.7%-65.3pp | 82.3%-72.9pp | 69.6%-60.2pp |
| Annual return | -7.44% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,494 | $5,240-71.5% | $6,426-76.8% | $3,470-57.0% |
| Admin fee / account holder | $183 | $5,519-96.7% | $9,284-98.0% | $4,888-96.3% |