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 | $70,976 | $142,344-50.1% | $119,609-40.7% | $134,475-47.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.97% | -12.44%-8.5pp | -14.97%-6.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,289 | $5,222-37.0% | $4,232-22.3% | $4,740-30.6% |
| Participant deferral / active EE | $971 | $6,469-85.0% | $5,602-82.7% | $6,400-84.8% |
| Admin fee / account holder | $10 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |