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 10-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 | $25,174 | $54,350-53.7% | $82,719-69.6% | $68,494-63.2% |
| Participation rate | 10.3% | 63.9%-53.6pp | 72.6%-62.2pp | 67.9%-57.5pp |
| Annual return | -17.78% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $190 | $2,218-91.4% | $3,009-93.7% | $2,596-92.7% |
| Participant deferral / active EE | $190 | $3,246-94.1% | $4,395-95.7% | $4,027-95.3% |
| Admin fee / account holder | $155 | $4,395-96.5% | $5,329-97.1% | $5,403-97.1% |