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 | $28,352 | $99,020-71.4% | $86,590-67.3% | $147,584-80.8% |
| Participation rate | 56.5% | 76.3%-19.8pp | 73.5%-17.0pp | 82.8%-26.3pp |
| Annual return | 4.85% | 1312.34%-1307.5pp | 964.84%-960.0pp | 578.55%-573.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $417 | $3,972-89.5% | $3,609-88.4% | $5,439-92.3% |
| Admin fee / account holder | $59 | $5,710-99.0% | $4,906-98.8% | $10,885-99.5% |