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 7-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 | $34,460 | $59,417-42.0% | $93,606-63.2% | $74,495-53.7% |
| Participation rate | 34.4% | 59.7%-25.3pp | 68.7%-34.4pp | 67.2%-32.8pp |
| Annual return | 6.60% | 81.83%-75.2pp | 133.20%-126.6pp | 1364.94%-1358.3pp |
| Employer contribution / active EE | $591 | $1,264-53.2% | $2,420-75.6% | $2,623-77.5% |
| Participant deferral / active EE | $931 | $3,050-69.5% | $4,411-78.9% | $4,346-78.6% |
| Admin fee / account holder | $279 | $3,021-90.8% | $8,285-96.6% | $1,942-85.6% |