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 | $85,742 | $46,553+84.2% | $64,056+33.9% | $75,163+14.1% |
| Participation rate | 32.4% | 65.9%-33.6pp | 72.3%-39.9pp | 67.2%-34.8pp |
| Annual return | 10.55% | 26.03%-15.5pp | 33.69%-23.1pp | 160.62%-150.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $71 | $2,837-97.5% | $3,880-98.2% | $4,125-98.3% |
| Admin fee / account holder | $164 | $2,952-94.4% | $3,068-94.7% | $5,651-97.1% |