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 | $23,807 | $73,933-67.8% | $96,683-75.4% | $75,163-68.3% |
| Participation rate | 11.1% | 66.4%-55.3pp | 74.3%-63.2pp | 67.2%-56.1pp |
| Annual return | 40.96% | 26.70%+14.3pp | 35.69%+5.3pp | 160.62%-119.7pp |
| Employer contribution / active EE | $416 | $2,928-85.8% | $3,737-88.9% | $2,670-84.4% |
| Participant deferral / active EE | $1,414 | $3,659-61.4% | $4,878-71.0% | $4,125-65.7% |
| Admin fee / account holder | $177 | $5,216-96.6% | $6,730-97.4% | $5,651-96.9% |