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 9-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 | $24,613 | $69,010-64.3% | $159,960-84.6% | $68,494-64.1% |
| Participation rate | 30.8% | 65.4%-34.6pp | 78.0%-47.2pp | 67.9%-37.1pp |
| Annual return | -38.50% | -9.65%-28.8pp | 408.60%-447.1pp | -7.84%-30.7pp |
| Employer contribution / active EE | $575 | $2,213-74.0% | $4,226-86.4% | $2,596-77.9% |
| Participant deferral / active EE | $1,334 | $4,212-68.3% | $6,182-78.4% | $4,027-66.9% |
| Admin fee / account holder | $23 | $4,798-99.5% | $8,698-99.7% | $5,403-99.6% |