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 | $47,515 | $59,805-20.6% | $79,550-40.3% | $68,494-30.6% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | -23.10% | -12.30%-10.8pp | 0.16%-23.3pp | -7.84%-15.3pp |
| Employer contribution / active EE | $322 | $1,505-78.6% | $2,413-86.7% | $2,596-87.6% |
| Participant deferral / active EE | $695 | $3,024-77.0% | $3,985-82.6% | $4,027-82.7% |
| Admin fee / account holder | $250 | $4,835-94.8% | $6,832-96.3% | $5,403-95.4% |