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 | $153,042 | $167,307-8.5% | $143,757+6.5% | $134,475+13.8% |
| Participation rate | 10.0% | 84.8%-74.8pp | 80.3%-70.3pp | 81.2%-71.2pp |
| Annual return | -24.86% | 0.46%-25.3pp | -0.04%-24.8pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,438 | $5,619-74.4% | $4,951-71.0% | $4,740-69.7% |
| Participant deferral / active EE | $1,725 | $6,446-73.2% | $5,637-69.4% | $6,400-73.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |