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 | $40,761 | $46,553-12.4% | $64,056-36.4% | $75,163-45.8% |
| Participation rate | 20.5% | 65.9%-45.4pp | 72.3%-51.8pp | 67.2%-46.7pp |
| Annual return | 7.96% | 26.03%-18.1pp | 33.69%-25.7pp | 160.62%-152.7pp |
| Employer contribution / active EE | $91 | $1,974-95.4% | $2,747-96.7% | $2,670-96.6% |
| Participant deferral / active EE | $952 | $2,837-66.5% | $3,880-75.5% | $4,125-76.9% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |