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 | $23,072 | $72,177-68.0% | $115,037-79.9% | $59,632-61.3% |
| Participation rate | 32.3% | 72.6%-40.3pp | 81.4%-49.1pp | 68.7%-36.4pp |
| Annual return | -5.38% | 12.02%-17.4pp | 26.14%-31.5pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,814 | $4,783-20.3% | $6,026-36.7% | $3,192+19.5% |
| Admin fee / account holder | $226 | $4,927-95.4% | $8,175-97.2% | $4,297-94.7% |