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 | $15,002 | $80,717-81.4% | $154,803-90.3% | $84,808-82.3% |
| Participation rate | 28.6% | 66.8%-38.2pp | 78.1%-49.5pp | 68.3%-39.7pp |
| Annual return | 10.77% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,339 | $3,303-59.5% | $5,540-75.8% | $4,212-68.2% |
| Admin fee / account holder | $105 | $6,746-98.4% | $14,329-99.3% | $7,344-98.6% |