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 | $3,744 | $30,400-87.7% | $53,898-93.1% | $84,808-95.6% |
| Participation rate | 2.8% | 46.4%-43.6pp | 55.0%-52.1pp | 68.3%-65.5pp |
| Annual return | 24.58% | 500.19%-475.6pp | 528.60%-504.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $29 | $1,199-97.6% | $1,826-98.4% | $4,212-99.3% |
| Admin fee / account holder | $24 | $1,993-98.8% | $2,491-99.1% | $7,344-99.7% |