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 8-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 | $45,769 | $142,344-67.8% | $119,609-61.7% | $134,475-66.0% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -18.65% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $480 | $5,222-90.8% | $4,232-88.7% | $4,740-89.9% |
| Participant deferral / active EE | $585 | $6,469-91.0% | $5,602-89.6% | $6,400-90.9% |
| Admin fee / account holder | $110 | $13,584-99.2% | $10,323-98.9% | $11,426-99.0% |