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 7-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 | $3,533 | $27,915-87.3% | $58,482-94.0% | $75,163-95.3% |
| Participation rate | 4.9% | 38.8%-34.0pp | 50.9%-46.0pp | 67.2%-62.3pp |
| Annual return | 23.26% | 44.20%-20.9pp | 4239.32%-4216.1pp | 160.62%-137.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $35 | $1,201-97.1% | $1,924-98.2% | $4,125-99.2% |
| Admin fee / account holder | $30 | $1,726-98.3% | $2,516-98.8% | $5,651-99.5% |