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 | $51,272 | $90,503-43.3% | $78,689-34.8% | $273,961-81.3% |
| Participation rate | 9.1% | 76.5%-67.4pp | 73.6%-64.5pp | 83.0%-73.9pp |
| Annual return | 0.05% | 75.60%-75.5pp | 62.18%-62.1pp | 41.45%-41.4pp |
| Employer contribution / active EE | $269 | $3,176-91.5% | $2,851-90.6% | $4,869-94.5% |
| Participant deferral / active EE | $269 | $3,901-93.1% | $3,517-92.3% | $5,287-94.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |