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 | $11,623 | $80,717-85.6% | $154,803-92.5% | $84,808-86.3% |
| Participation rate | 2.1% | 66.8%-64.7pp | 78.1%-76.0pp | 68.3%-66.2pp |
| Annual return | 18.83% | 37.96%-19.1pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $143 | $3,303-95.7% | $5,540-97.4% | $4,212-96.6% |
| Admin fee / account holder | $38 | $6,746-99.4% | $14,329-99.7% | $7,344-99.5% |