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 5-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 | $24,386 | $55,472-56.0% | $155,567-84.3% | $74,546-67.3% |
| Participation rate | 6.0% | 61.9%-55.9pp | 78.2%-72.2pp | 67.2%-61.2pp |
| Annual return | 14.16% | 268.72%-254.6pp | 64.74%-50.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $32 | $2,269-98.6% | $4,674-99.3% | $2,624-98.8% |
| Participant deferral / active EE | $300 | $2,838-89.4% | $5,628-94.7% | $4,347-93.1% |
| Admin fee / account holder | $54 | $1,743-96.9% | $15,916-99.7% | $1,944-97.2% |