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 | $24,876 | $59,839-58.4% | $81,983-69.7% | $79,858-68.8% |
| Participation rate | 13.8% | 61.6%-47.8pp | 69.2%-55.5pp | 69.6%-55.8pp |
| Annual return | 9.29% | 17.56%-8.3pp | 41.31%-32.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $254 | $2,695-90.6% | $3,722-93.2% | $3,740-93.2% |
| Admin fee / account holder | $166 | $4,287-96.1% | $5,664-97.1% | $5,306-96.9% |