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 | $11,870 | $57,281-79.3% | $86,612-86.3% | $75,163-84.2% |
| Participation rate | 16.2% | 63.2%-47.0pp | 71.7%-55.5pp | 67.2%-51.0pp |
| Annual return | 20.84% | 2670.75%-2649.9pp | 591.07%-570.2pp | 160.62%-139.8pp |
| Employer contribution / active EE | $104 | $2,314-95.5% | $3,022-96.6% | $2,670-96.1% |
| Participant deferral / active EE | $234 | $3,318-93.0% | $4,438-94.7% | $4,125-94.3% |
| Admin fee / account holder | $67 | $4,112-98.4% | $5,614-98.8% | $5,651-98.8% |