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 8-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 | $34,931 | $167,307-79.1% | $143,757-75.7% | $134,475-74.0% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -24.39% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.4pp |
| Employer contribution / active EE | $804 | $5,619-85.7% | $4,951-83.8% | $4,740-83.0% |
| Participant deferral / active EE | $4,745 | $6,446-26.4% | $5,637-15.8% | $6,400-25.9% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |