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 | $39,005 | $61,156-36.2% | $185,823-79.0% | $79,386-50.9% |
| Participation rate | 10.7% | 66.6%-56.0pp | 81.7%-71.0pp | 70.7%-60.0pp |
| Annual return | 9.56% | 19.45%-9.9pp | 122.05%-112.5pp | 116.85%-107.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $631 | $2,789-77.4% | $5,568-88.7% | $4,046-84.4% |
| Admin fee / account holder | $25 | $710-96.4% | $16,237-99.8% | $626-96.0% |