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 | $14,537 | $25,014-41.9% | $69,647-79.1% | $80,856-82.0% |
| Participation rate | 38.2% | 64.2%-26.1pp | 66.5%-28.3pp | 67.6%-29.5pp |
| Annual return | -96.08% | 19.07%-115.2pp | 100.48%-196.6pp | 35.59%-131.7pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,007 | $1,839+172.3% | $2,886+73.5% | $4,296+16.6% |
| Admin fee / account holder | $0 | $2,488-100.0% | $4,713-100.0% | $6,918-100.0% |