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 | $44,796 | $98,750-54.6% | $149,696-70.1% | $79,858-43.9% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 12.24% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,372 | $5,680-58.2% | $6,842-65.3% | $3,740-36.6% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |