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 4-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 | $1,717 | $29,319-94.1% | $52,425-96.7% | $82,448-97.9% |
| Participation rate | 52.1% | 46.9%+5.2pp | 55.6%-3.5pp | 68.1%-16.0pp |
| Annual return | 11.28% | 535.20%-523.9pp | 302.12%-290.8pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $464 | $1,171-60.4% | $1,790-74.1% | $4,139-88.8% |
| Admin fee / account holder | $143 | $1,962-92.7% | $2,495-94.3% | $7,234-98.0% |