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 | $10,985 | $29,319-62.5% | $52,425-79.0% | $82,448-86.7% |
| Participation rate | 2.6% | 46.9%-44.2pp | 55.6%-53.0pp | 68.1%-65.4pp |
| Annual return | 22.49% | 535.20%-512.7pp | 302.12%-279.6pp | 41.64%-19.2pp |
| Employer contribution / active EE | $40 | $586-93.2% | $914-95.6% | $2,551-98.4% |
| Participant deferral / active EE | $100 | $1,171-91.5% | $1,790-94.4% | $4,139-97.6% |
| Admin fee / account holder | $35 | $1,962-98.2% | $2,495-98.6% | $7,234-99.5% |