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 9-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 | $33,978 | $76,000-55.3% | $154,107-78.0% | $64,186-47.1% |
| Participation rate | 23.7% | 70.4%-46.7pp | 83.0%-59.4pp | 69.6%-45.9pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $93 | $3,351-97.2% | $5,298-98.3% | $2,381-96.1% |
| Participant deferral / active EE | $254 | $3,175-92.0% | $5,081-95.0% | $3,470-92.7% |
| Admin fee / account holder | $52 | $5,596-99.1% | $13,411-99.6% | $4,888-98.9% |