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 | $110,689 | $83,902+31.9% | $167,512-33.9% | $84,808+30.5% |
| Participation rate | 32.6% | 66.5%-33.9pp | 77.1%-44.4pp | 68.3%-35.7pp |
| Annual return | 12.87% | 91.55%-78.7pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,973 | $4,442-33.1% | $6,405-53.6% | $4,212-29.4% |
| Admin fee / account holder | $0 | $7,915-100.0% | $9,769-100.0% | $7,344-100.0% |