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 10-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 | $86,208 | $27,641+211.9% | $61,373+40.5% | $68,494+25.9% |
| Participation rate | 3.1% | 39.5%-36.4pp | 52.6%-49.4pp | 67.9%-64.8pp |
| Annual return | 1.08% | -13.24%+14.3pp | 338.61%-337.5pp | -7.84%+8.9pp |
| Employer contribution / active EE | $38 | $695-94.6% | $1,159-96.8% | $2,596-98.5% |
| Participant deferral / active EE | $59 | $1,263-95.3% | $2,125-97.2% | $4,027-98.5% |
| Admin fee / account holder | $60 | $2,010-97.0% | $2,130-97.2% | $5,403-98.9% |