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 5-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 | $41,859 | $92,703-54.8% | $82,719-49.4% | $134,475-68.9% |
| Participation rate | 13.3% | 75.2%-61.9pp | 72.6%-59.2pp | 81.2%-67.9pp |
| Annual return | -19.47% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $433 | $4,802-91.0% | $4,395-90.1% | $6,400-93.2% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |