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 | $10,810 | $114,381-90.5% | $107,525-89.9% | $142,382-92.4% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.1%-62.6pp | 80.1%-67.6pp |
| Annual return | 21.29% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $301 | $4,015-92.5% | $3,754-92.0% | $4,299-93.0% |
| Participant deferral / active EE | $918 | $5,564-83.5% | $5,116-82.1% | $6,507-85.9% |
| Admin fee / account holder | $49 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |