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 | $81,807 | $83,337-1.8% | $67,834+20.6% | $273,961-70.1% |
| Participation rate | 46.7% | 76.4%-29.8pp | 68.8%-22.1pp | 83.0%-36.3pp |
| Annual return | 1.21% | 259.45%-258.2pp | 138.47%-137.3pp | 41.45%-40.2pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,372 | $4,088-17.5% | $3,160+6.7% | $5,287-36.2% |
| Admin fee / account holder | $191 | $6,752-97.2% | $4,622-95.9% | $10,132-98.1% |