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 | $19,541 | $30,400-35.7% | $53,898-63.7% | $84,808-77.0% |
| Participation rate | 2.5% | 46.4%-43.9pp | 55.0%-52.5pp | 68.3%-65.8pp |
| Annual return | 25.99% | 500.19%-474.2pp | 528.60%-502.6pp | 40.90%-14.9pp |
| Employer contribution / active EE | $39 | $603-93.6% | $932-95.8% | $2,631-98.5% |
| Participant deferral / active EE | $62 | $1,199-94.9% | $1,826-96.6% | $4,212-98.5% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |