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 | $75,586 | $77,314-2.2% | $177,989-57.5% | $80,856-6.5% |
| Participation rate | 29.6% | 65.7%-36.1pp | 77.1%-47.5pp | 67.6%-38.0pp |
| Annual return | 9.82% | 18.09%-8.3pp | 294.48%-284.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,959 | $4,411-55.6% | $6,276-68.8% | $4,296-54.4% |
| Admin fee / account holder | $216 | $7,191-97.0% | $10,363-97.9% | $6,918-96.9% |