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 | $118,772 | $81,900+45.0% | $119,609-0.7% | $68,494+73.4% |
| Participation rate | 23.2% | 71.9%-48.7pp | 79.3%-56.0pp | 67.9%-44.7pp |
| Annual return | -17.77% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $18 | $2,693-99.3% | $4,232-99.6% | $2,596-99.3% |
| Participant deferral / active EE | $1,116 | $4,148-73.1% | $5,602-80.1% | $4,027-72.3% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |