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 9-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.
Participant 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 | $15,826 | $65,685-75.9% | $57,179-72.3% | $273,961-94.2% |
| Participation rate | 20.0% | 78.3%-58.3pp | 75.3%-55.3pp | 83.0%-63.0pp |
| Annual return | 0.07% | 21.99%-21.9pp | 14.59%-14.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $585 | $3,279-82.1% | $2,682-78.2% | $4,869-88.0% |
| Participant deferral / active EE | $585 | $3,782-84.5% | $3,096-81.1% | $5,287-88.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |