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 | $69,682 | $62,586+11.3% | $76,768-9.2% | $64,186+8.6% |
| Participation rate | 13.3% | 72.8%-59.5pp | 77.0%-63.6pp | 69.6%-56.2pp |
| Annual return | -8.58% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $408 | $1,832-77.7% | $2,485-83.6% | $2,381-82.9% |
| Participant deferral / active EE | $1,459 | $3,145-53.6% | $3,852-62.1% | $3,470-57.9% |
| Admin fee / account holder | $44 | $4,667-99.1% | $6,675-99.3% | $4,888-99.1% |