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 | $30,121 | $96,128-68.7% | $136,007-77.9% | $80,856-62.7% |
| Participation rate | 40.0% | 71.2%-31.2pp | 76.5%-36.5pp | 67.6%-27.6pp |
| Annual return | 11.65% | 28.71%-17.1pp | 579.32%-567.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $616 | $3,351-81.6% | $4,217-85.4% | $2,755-77.6% |
| Participant deferral / active EE | $1,900 | $5,709-66.7% | $7,025-73.0% | $4,296-55.8% |
| Admin fee / account holder | $259 | $8,236-96.9% | $6,858-96.2% | $6,918-96.3% |