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 | $39,856 | $190,805-79.1% | $159,960-75.1% | $134,475-70.4% |
| Participation rate | 42.9% | 81.9%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -33.58% | 552.23%-585.8pp | 408.60%-442.2pp | 417.96%-451.5pp |
| Employer contribution / active EE | $560 | $4,995-88.8% | $4,226-86.7% | $4,740-88.2% |
| Participant deferral / active EE | $5,017 | $6,923-27.5% | $6,182-18.9% | $6,400-21.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |