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 | $22,428 | $74,927-70.1% | $101,794-78.0% | $84,808-73.6% |
| Participation rate | 8.0% | 61.4%-53.4pp | 69.2%-61.2pp | 68.3%-60.3pp |
| Annual return | 12.39% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $151 | $3,099-95.1% | $4,084-96.3% | $4,212-96.4% |
| Admin fee / account holder | $33 | $6,514-99.5% | $8,777-99.6% | $7,344-99.6% |