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 | $89,116 | $152,587-41.6% | $125,175-28.8% | $152,861-41.7% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 6.40% | 54.84%-48.4pp | 43.79%-37.4pp | 345.32%-338.9pp |
| Employer contribution / active EE | $1,125 | $4,946-77.2% | $3,865-70.9% | $4,762-76.4% |
| Participant deferral / active EE | $1,209 | $5,868-79.4% | $4,937-75.5% | $5,850-79.3% |
| Admin fee / account holder | $34 | $13,434-99.7% | $9,702-99.7% | $11,596-99.7% |