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 6-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 | $17,513 | $76,000-77.0% | $154,107-88.6% | $64,186-72.7% |
| Participation rate | 5.6% | 70.4%-64.9pp | 83.0%-77.5pp | 69.6%-64.0pp |
| Annual return | -5.15% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7 | $3,351-99.8% | $5,298-99.9% | $2,381-99.7% |
| Participant deferral / active EE | $7 | $3,175-99.8% | $5,081-99.9% | $3,470-99.8% |
| Admin fee / account holder | $75 | $5,596-98.7% | $13,411-99.4% | $4,888-98.5% |