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 | $23,534 | $57,354-59.0% | $83,848-71.9% | $64,186-63.3% |
| Participation rate | 9.1% | 68.6%-59.5pp | 76.1%-67.1pp | 69.6%-60.5pp |
| Annual return | -13.62% | 11.38%-25.0pp | 850.88%-864.5pp | 7.63%-21.3pp |
| Employer contribution / active EE | $682 | $2,545-73.2% | $3,631-81.2% | $2,381-71.4% |
| Participant deferral / active EE | $723 | $2,993-75.8% | $4,082-82.3% | $3,470-79.2% |
| Admin fee / account holder | $250 | $4,046-93.8% | $5,478-95.4% | $4,888-94.9% |