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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,022 | $99,032-48.5% | $80,019-36.2% | $135,375-62.3% |
| Participation rate | 31.6% | 78.4%-46.8pp | 75.8%-44.3pp | 82.6%-51.1pp |
| Annual return | -9.86% | 15.39%-25.2pp | 11.22%-21.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $530 | $4,282-87.6% | $3,686-85.6% | $5,609-90.6% |
| Admin fee / account holder | $158 | $10,436-98.5% | $6,521-97.6% | $10,827-98.5% |