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 | $10,371 | $87,166-88.1% | $76,735-86.5% | $137,256-92.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 19.71% | 26.50%-6.8pp | 29.77%-10.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $91 | $2,904-96.9% | $2,454-96.3% | $4,156-97.8% |
| Participant deferral / active EE | $260 | $4,726-94.5% | $4,088-93.6% | $6,407-95.9% |
| Admin fee / account holder | $109 | $8,403-98.7% | $7,189-98.5% | $12,270-99.1% |