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 | $80,718 | $171,865-53.0% | $149,718-46.1% | $147,584-45.3% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 3.73% | 2113.22%-2109.5pp | 1501.63%-1497.9pp | 578.55%-574.8pp |
| Employer contribution / active EE | $968 | $6,275-84.6% | $5,445-82.2% | $4,876-80.1% |
| Participant deferral / active EE | $2,546 | $7,271-65.0% | $6,569-61.2% | $5,439-53.2% |
| Admin fee / account holder | $31 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |