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 | $27,684 | $73,004-62.1% | $90,749-69.5% | $68,494-59.6% |
| Participation rate | 31.9% | 70.8%-38.9pp | 75.7%-43.8pp | 67.9%-36.0pp |
| Annual return | -17.23% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $189 | $2,193-91.4% | $2,921-93.5% | $2,596-92.7% |
| Participant deferral / active EE | $900 | $3,627-75.2% | $4,564-80.3% | $4,027-77.6% |
| Admin fee / account holder | $131 | $5,896-97.8% | $8,445-98.5% | $5,403-97.6% |