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 | $172,933 | $109,327+58.2% | $89,391+93.5% | $158,922+8.8% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.0%-51.3pp | 82.0%-65.3pp |
| Annual return | -21.05% | 345.68%-366.7pp | 245.62%-266.7pp | 302.83%-323.9pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $937 | $4,598-79.6% | $3,890-75.9% | $5,982-84.3% |
| Admin fee / account holder | $70 | $6,153-98.9% | $4,881-98.6% | $11,246-99.4% |