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 | $12,431 | $77,899-84.0% | $149,673-91.7% | $75,163-83.5% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.0pp |
| Annual return | 12.95% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $231 | $3,137-92.6% | $4,818-95.2% | $2,670-91.3% |
| Participant deferral / active EE | $958 | $3,411-71.9% | $5,680-83.1% | $4,125-76.8% |
| Admin fee / account holder | $6 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |