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 | $9,996 | $73,867-86.5% | $143,757-93.0% | $68,494-85.4% |
| Participation rate | 37.0% | 66.7%-29.7pp | 80.3%-43.4pp | 67.9%-30.9pp |
| Annual return | -20.27% | 1.01%-21.3pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $432 | $3,184-86.4% | $4,951-91.3% | $2,596-83.3% |
| Participant deferral / active EE | $640 | $3,384-81.1% | $5,637-88.6% | $4,027-84.1% |
| Admin fee / account holder | $33 | $5,755-99.4% | $14,673-99.8% | $5,403-99.4% |