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 5-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 | $27,238 | $138,044-80.3% | $125,339-78.3% | $134,475-79.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.92% | 750.33%-771.2pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $543 | $5,243-89.6% | $4,814-88.7% | $4,740-88.5% |
| Participant deferral / active EE | $5,809 | $7,799-25.5% | $7,446-22.0% | $6,400-9.2% |
| Admin fee / account holder | $199 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |