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 | $19,279 | $51,638-62.7% | $68,368-71.8% | $82,448-76.6% |
| Participation rate | 33.3% | 63.6%-30.3pp | 73.8%-40.4pp | 68.1%-34.7pp |
| Annual return | 9.90% | 37.53%-27.6pp | 292.57%-282.7pp | 41.64%-31.7pp |
| Employer contribution / active EE | $184 | $2,047-91.0% | $2,649-93.0% | $2,551-92.8% |
| Participant deferral / active EE | $1,318 | $2,914-54.8% | $4,123-68.0% | $4,139-68.2% |
| Admin fee / account holder | $204 | $4,643-95.6% | $5,150-96.0% | $7,234-97.2% |