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 | $11,913 | $100,852-88.2% | $90,404-86.8% | $158,922-92.5% |
| Participation rate | 8.3% | 75.0%-66.7pp | 72.7%-64.3pp | 82.0%-73.6pp |
| Annual return | 11.42% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $25 | $3,689-99.3% | $3,262-99.2% | $4,761-99.5% |
| Participant deferral / active EE | $98 | $4,348-97.7% | $3,963-97.5% | $5,982-98.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |