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.
Employer 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 | $165,117 | $171,865-3.9% | $149,718+10.3% | $147,584+11.9% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 5.06% | 2113.22%-2108.2pp | 1501.63%-1496.6pp | 578.55%-573.5pp |
| Employer contribution / active EE | $656 | $6,275-89.5% | $5,445-87.9% | $4,876-86.5% |
| Participant deferral / active EE | $5,760 | $7,271-20.8% | $6,569-12.3% | $5,439+5.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |