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 | $15,936 | $106,584-85.0% | $101,326-84.3% | $142,382-88.8% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 20.98% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,300 | $8,297-84.3% | $7,994-83.7% | $6,507-80.0% |
| Admin fee / account holder | $60 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |