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 | $24,571 | $88,594-72.3% | $70,092-64.9% | $134,475-81.7% |
| Participation rate | 28.6% | 74.9%-46.4pp | 70.5%-41.9pp | 81.2%-52.7pp |
| Annual return | -20.48% | 442.67%-463.1pp | 190.73%-211.2pp | 417.96%-438.4pp |
| Employer contribution / active EE | $276 | $3,233-91.5% | $2,559-89.2% | $4,740-94.2% |
| Participant deferral / active EE | $647 | $4,772-86.4% | $3,849-83.2% | $6,400-89.9% |
| Admin fee / account holder | $51 | $10,441-99.5% | $6,267-99.2% | $11,426-99.6% |