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 6-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 | $64,397 | $167,484-61.6% | $151,611-57.5% | $134,475-52.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -26.80% | 7.80%-34.6pp | 3.33%-30.1pp | 417.96%-444.8pp |
| Employer contribution / active EE | $5,232 | $6,829-23.4% | $6,166-15.2% | $4,740+10.4% |
| Participant deferral / active EE | $192 | $8,986-97.9% | $8,363-97.7% | $6,400-97.0% |
| Admin fee / account holder | $272 | $13,783-98.0% | $11,616-97.7% | $11,426-97.6% |