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 | $19,922 | $69,010-71.1% | $159,960-87.5% | $68,494-70.9% |
| Participation rate | 32.1% | 65.4%-33.3pp | 78.0%-45.8pp | 67.9%-35.7pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $174 | $2,213-92.1% | $4,226-95.9% | $2,596-93.3% |
| Participant deferral / active EE | $276 | $4,212-93.4% | $6,182-95.5% | $4,027-93.1% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,698-100.0% | $5,403-100.0% |