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 | $77,894 | $69,477+12.1% | $94,646-17.7% | $71,457+9.0% |
| Participation rate | 42.2% | 78.4%-36.3pp | 80.8%-38.7pp | 67.9%-25.8pp |
| Annual return | 14.61% | 29.66%-15.0pp | 156.71%-142.1pp | 28.85%-14.2pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,280 | $7,345-69.0% | $7,418-69.3% | $4,289-46.8% |
| Admin fee / account holder | $272 | $1,210-77.6% | $7,231-96.2% | $1,587-82.9% |