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 | $28,660 | $78,422-63.5% | $95,952-70.1% | $79,858-64.1% |
| Participation rate | 45.7% | 73.5%-27.8pp | 77.1%-31.4pp | 69.6%-23.9pp |
| Annual return | 3.77% | 19.37%-15.6pp | 91.61%-87.8pp | 31.71%-27.9pp |
| Employer contribution / active EE | $660 | $1,945-66.0% | $2,541-74.0% | $2,471-73.3% |
| Participant deferral / active EE | $851 | $3,440-75.3% | $4,167-79.6% | $3,740-77.2% |
| Admin fee / account holder | $58 | $5,622-99.0% | $6,795-99.1% | $5,306-98.9% |