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 | $76,445 | $77,634-1.5% | $156,549-51.2% | $62,891+21.6% |
| Participation rate | 12.5% | 71.2%-58.7pp | 84.0%-71.5pp | 69.3%-56.8pp |
| Annual return | -34.12% | 50.32%-84.4pp | 32.23%-66.3pp | 20.14%-54.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,161 | $3,045-61.9% | $4,871-76.2% | $3,203-63.8% |
| Admin fee / account holder | $20 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |