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 3-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 | $16,467 | $61,272-73.1% | $149,673-89.0% | $71,457-77.0% |
| Participation rate | 2.4% | 62.5%-60.1pp | 78.8%-76.3pp | 67.9%-65.5pp |
| Annual return | 908.30% | 35.85%+872.5pp | 134.42%+773.9pp | 28.85%+879.5pp |
| Employer contribution / active EE | $116 | $2,378-95.1% | $4,818-97.6% | $2,588-95.5% |
| Participant deferral / active EE | $239 | $2,917-91.8% | $5,680-95.8% | $4,289-94.4% |
| Admin fee / account holder | $59 | $1,261-95.3% | $13,210-99.6% | $1,587-96.3% |