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 7-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 | $3,786 | $84,402-95.5% | $61,373-93.8% | $134,475-97.2% |
| Participation rate | 52.9% | 62.2%-9.3pp | 52.6%+0.4pp | 81.2%-28.3pp |
| Annual return | -22.80% | 584.55%-607.3pp | 338.61%-361.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $244 | $2,819-91.4% | $2,125-88.5% | $6,400-96.2% |
| Admin fee / account holder | $72 | $2,585-97.2% | $2,130-96.6% | $11,426-99.4% |