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 | $47,539 | $95,862-50.4% | $79,550-40.2% | $134,475-64.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 3.91% | -2.69%+6.6pp | 0.16%+3.8pp | 417.96%-414.0pp |
| Employer contribution / active EE | $411 | $3,128-86.9% | $2,413-83.0% | $4,740-91.3% |
| Participant deferral / active EE | $411 | $4,693-91.2% | $3,985-89.7% | $6,400-93.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |