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 7-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 | $16,514 | $52,279-68.4% | $89,391-81.5% | $79,858-79.3% |
| Participation rate | 21.7% | 57.5%-35.8pp | 68.0%-46.2pp | 69.6%-47.9pp |
| Annual return | 12.32% | 22.16%-9.8pp | 245.62%-233.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $225 | $1,572-85.7% | $2,586-91.3% | $2,471-90.9% |
| Participant deferral / active EE | $499 | $2,740-81.8% | $3,890-87.2% | $3,740-86.7% |
| Admin fee / account holder | $261 | $3,356-92.2% | $4,881-94.6% | $5,306-95.1% |