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 | $115,952 | $74,927+54.8% | $101,794+13.9% | $84,808+36.7% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.2%-58.1pp | 68.3%-57.2pp |
| Annual return | -45.10% | 18.70%-63.8pp | 30.53%-75.6pp | 40.90%-86.0pp |
| Employer contribution / active EE | $413 | $1,522-72.8% | $2,289-81.9% | $2,631-84.3% |
| Participant deferral / active EE | $768 | $3,099-75.2% | $4,084-81.2% | $4,212-81.8% |
| Admin fee / account holder | $20 | $6,514-99.7% | $8,777-99.8% | $7,344-99.7% |