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 | $60,164 | $144,119-58.3% | $117,854-49.0% | $147,584-59.2% |
| Participation rate | 34.8% | 83.4%-48.6pp | 79.7%-44.9pp | 82.8%-48.0pp |
| Annual return | 7.32% | 531.15%-523.8pp | 335.08%-327.8pp | 578.55%-571.2pp |
| Employer contribution / active EE | $778 | $4,896-84.1% | $3,786-79.5% | $4,876-84.1% |
| Participant deferral / active EE | $1,642 | $5,316-69.1% | $4,482-63.4% | $5,439-69.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |