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 | $5,379 | $27,641-80.5% | $61,373-91.2% | $68,494-92.1% |
| Participation rate | 5.0% | 39.5%-34.5pp | 52.6%-47.6pp | 67.9%-62.9pp |
| Annual return | -12.17% | -13.24%+1.1pp | 338.61%-350.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $14 | $695-98.0% | $1,159-98.8% | $2,596-99.5% |
| Participant deferral / active EE | $20 | $1,263-98.4% | $2,125-99.1% | $4,027-99.5% |
| Admin fee / account holder | $17 | $2,010-99.1% | $2,130-99.2% | $5,403-99.7% |