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 | $30,061 | $49,227-38.9% | $70,449-57.3% | $79,858-62.4% |
| Participation rate | 48.1% | 69.2%-21.0pp | 75.1%-26.9pp | 69.6%-21.5pp |
| Annual return | 4.57% | 30.06%-25.5pp | 109.03%-104.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $497 | $2,768-82.0% | $3,709-86.6% | $3,740-86.7% |
| Admin fee / account holder | $95 | $2,878-96.7% | $3,845-97.5% | $5,306-98.2% |