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 7-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 | $73,195 | $88,707-17.5% | $74,183-1.3% | $273,961-73.3% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $405 | $3,159-87.2% | $2,370-82.9% | $4,869-91.7% |
| Participant deferral / active EE | $449 | $4,212-89.3% | $3,550-87.4% | $5,287-91.5% |
| Admin fee / account holder | $3 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |