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 | $25,219 | $64,839-61.1% | $95,585-73.6% | $84,808-70.3% |
| Participation rate | 36.8% | 63.8%-27.0pp | 72.1%-35.2pp | 68.3%-31.5pp |
| Annual return | 4.98% | -670.96%+675.9pp | 38.56%-33.6pp | 40.90%-35.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $193 | $2,965-93.5% | $4,023-95.2% | $4,212-95.4% |
| Admin fee / account holder | $14 | $5,964-99.8% | $6,127-99.8% | $7,344-99.8% |