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 4-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 | $39,225 | $73,867-46.9% | $143,757-72.7% | $68,494-42.7% |
| Participation rate | 54.7% | 66.7%-12.0pp | 80.3%-25.6pp | 67.9%-13.2pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $130 | $3,184-95.9% | $4,951-97.4% | $2,596-95.0% |
| Participant deferral / active EE | $394 | $3,384-88.4% | $5,637-93.0% | $4,027-90.2% |
| Admin fee / account holder | $160 | $5,755-97.2% | $14,673-98.9% | $5,403-97.0% |