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 | $15,126 | $96,635-84.3% | $86,612-82.5% | $139,434-89.2% |
| Participation rate | 6.3% | 74.4%-68.2pp | 71.7%-65.4pp | 80.3%-74.1pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $88 | $3,263-97.3% | $3,022-97.1% | $4,751-98.2% |
| Participant deferral / active EE | $766 | $4,836-84.2% | $4,438-82.7% | $6,710-88.6% |
| Admin fee / account holder | $38 | $6,408-99.4% | $5,614-99.3% | $11,403-99.7% |