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 | $13,589 | $32,117-57.7% | $71,086-80.9% | $64,186-78.8% |
| Participation rate | 5.7% | 42.7%-37.0pp | 54.7%-48.9pp | 69.6%-63.9pp |
| Annual return | -4.83% | -5.57%+0.7pp | 650.59%-655.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $83 | $712-88.3% | $1,088-92.4% | $2,381-96.5% |
| Participant deferral / active EE | $118 | $1,263-90.7% | $1,874-93.7% | $3,470-96.6% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |