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 7-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 | $25,196 | $30,588-17.6% | $53,898-53.3% | $85,563-70.6% |
| Participation rate | 2.5% | 26.3%-23.8pp | 55.0%-52.4pp | 66.0%-63.4pp |
| Annual return | 20.28% | 50.42%-30.1pp | 528.60%-508.3pp | 31.51%-11.2pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $135 | $848-84.1% | $1,826-92.6% | $4,375-96.9% |
| Admin fee / account holder | $39 | $1,879-97.9% | $2,491-98.4% | $834-95.4% |