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 | $58,379 | $197,591-70.5% | $177,821-67.2% | $158,922-63.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 3.08% | 58.76%-55.7pp | 48.32%-45.2pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,117 | $6,697-68.4% | $5,918-64.2% | $4,761-55.5% |
| Participant deferral / active EE | $1,841 | $8,405-78.1% | $7,714-76.1% | $5,982-69.2% |
| Admin fee / account holder | $272 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |