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 4-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.
Participant 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 | $49,819 | $114,381-56.4% | $107,525-53.7% | $142,382-65.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 3.99% | 242.71%-238.7pp | 181.32%-177.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $950 | $4,015-76.3% | $3,754-74.7% | $4,299-77.9% |
| Participant deferral / active EE | $1,188 | $5,564-78.7% | $5,116-76.8% | $6,507-81.8% |
| Admin fee / account holder | $171 | $9,860-98.3% | $8,919-98.1% | $12,624-98.6% |