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 | $2,145 | $29,319-92.7% | $52,425-95.9% | $82,448-97.4% |
| Participation rate | 9.4% | 46.9%-37.5pp | 55.6%-46.2pp | 68.1%-58.7pp |
| Annual return | 37.40% | 535.20%-497.8pp | 302.12%-264.7pp | 41.64%-4.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $105 | $1,171-91.0% | $1,790-94.1% | $4,139-97.5% |
| Admin fee / account holder | $23 | $1,962-98.8% | $2,495-99.1% | $7,234-99.7% |