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 4-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 | $13,073 | $72,400-81.9% | $67,502-80.6% | $145,922-91.0% |
| Participation rate | 17.4% | 76.9%-59.5pp | 72.9%-55.5pp | 80.3%-62.9pp |
| Annual return | 14.36% | 7182.46%-7168.1pp | 3512.12%-3497.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $702 | $4,783-85.3% | $4,000-82.5% | $6,688-89.5% |
| Admin fee / account holder | $92 | $5,539-98.3% | $3,998-97.7% | $13,397-99.3% |