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 | $18,293 | $43,723-58.2% | $121,196-84.9% | $64,186-71.5% |
| Participation rate | 5.0% | 58.3%-53.3pp | 71.7%-66.7pp | 69.6%-64.6pp |
| Annual return | 8.33% | 68.91%-60.6pp | 16.93%-8.6pp | 7.63%+0.7pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $150 | $2,280-93.4% | $3,344-95.5% | $3,470-95.7% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |