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 3-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 | $25,290 | $114,381-77.9% | $107,525-76.5% | $142,382-82.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 18.66% | 242.71%-224.0pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | -$86 | $4,015-102.1% | $3,754-102.3% | $4,299-102.0% |
| Participant deferral / active EE | $450 | $5,564-91.9% | $5,116-91.2% | $6,507-93.1% |
| Admin fee / account holder | $197 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |