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 | $31,235 | $49,280-36.6% | $67,313-53.6% | $64,186-51.3% |
| Participation rate | 22.2% | 60.8%-38.6pp | 69.1%-46.9pp | 69.6%-47.3pp |
| Annual return | -8.76% | -1.39%-7.4pp | -4.08%-4.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $836 | $2,484-66.4% | $3,568-76.6% | $3,470-75.9% |
| Admin fee / account holder | $3 | $3,863-99.9% | $4,507-99.9% | $4,888-99.9% |