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 | $25,289 | $54,726-53.8% | $68,793-63.2% | $64,186-60.6% |
| Participation rate | 41.2% | 68.0%-26.9pp | 72.2%-31.1pp | 69.6%-28.4pp |
| Annual return | -8.38% | -1.62%-6.8pp | -4.63%-3.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $419 | $1,846-77.3% | $2,625-84.0% | $2,381-82.4% |
| Participant deferral / active EE | $778 | $2,626-70.4% | $3,311-76.5% | $3,470-77.6% |
| Admin fee / account holder | $211 | $4,027-94.8% | $5,131-95.9% | $4,888-95.7% |