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 | $23,617 | $49,227-52.0% | $70,449-66.5% | $79,858-70.4% |
| Participation rate | 13.8% | 69.2%-55.4pp | 75.1%-61.3pp | 69.6%-55.8pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $99 | $2,099-95.3% | $2,737-96.4% | $2,471-96.0% |
| Participant deferral / active EE | $221 | $2,768-92.0% | $3,709-94.0% | $3,740-94.1% |
| Admin fee / account holder | $39 | $2,878-98.6% | $3,845-99.0% | $5,306-99.3% |