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 6-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 | $10,215 | $96,635-89.4% | $86,612-88.2% | $139,434-92.7% |
| Participation rate | 38.1% | 74.4%-36.3pp | 71.7%-33.6pp | 80.3%-42.2pp |
| Annual return | 23.49% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $181 | $3,263-94.4% | $3,022-94.0% | $4,751-96.2% |
| Participant deferral / active EE | $786 | $4,836-83.7% | $4,438-82.3% | $6,710-88.3% |
| Admin fee / account holder | $59 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |