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 7-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 | $30,984 | $138,065-77.6% | $123,544-74.9% | $135,375-77.1% |
| Participation rate | 12.5% | 84.7%-72.2pp | 82.3%-69.8pp | 82.6%-70.1pp |
| Annual return | -9.43% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $94 | $5,151-98.2% | $4,628-98.0% | $4,779-98.0% |
| Participant deferral / active EE | $2,313 | $6,799-66.0% | $6,426-64.0% | $5,609-58.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |