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 | $152,286 | $91,538+66.4% | $129,995+17.1% | $75,163+102.6% |
| Participation rate | 57.8% | 71.4%-13.6pp | 78.5%-20.7pp | 67.2%-9.4pp |
| Annual return | 12.69% | -631.11%+643.8pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $830 | $4,341-80.9% | $5,820-85.7% | $4,125-79.9% |
| Admin fee / account holder | $101 | $6,790-98.5% | $10,614-99.0% | $5,651-98.2% |