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 | $69,437 | $58,828+18.0% | $77,999-11.0% | $62,891+10.4% |
| Participation rate | 14.3% | 71.1%-56.8pp | 75.5%-61.2pp | 69.3%-55.0pp |
| Annual return | 3.53% | 17.16%-13.6pp | 425.96%-422.4pp | 20.14%-16.6pp |
| Employer contribution / active EE | $173 | $1,672-89.6% | $2,470-93.0% | $2,281-92.4% |
| Participant deferral / active EE | $1,351 | $2,686-49.7% | $3,497-61.4% | $3,203-57.8% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |