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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,304 | $26,549-76.3% | $61,373-89.7% | $66,914-90.6% |
| Participation rate | 2.5% | 38.1%-35.6pp | 52.6%-50.1pp | 69.8%-67.3pp |
| Annual return | -19.99% | -16.21%-3.8pp | 338.61%-358.6pp | 1.58%-21.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $42 | $1,338-96.9% | $2,125-98.0% | $4,237-99.0% |
| Admin fee / account holder | $68 | $409-83.4% | $2,130-96.8% | $593-88.6% |