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 | $185,740 | $217,402-14.6% | $185,8230% | $167,490+10.9% |
| Participation rate | 20.0% | 86.0%-66.0pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 1.14% | 148.36%-147.2pp | 122.05%-120.9pp | 478.56%-477.4pp |
| Employer contribution / active EE | $781 | $5,873-86.7% | $5,167-84.9% | $4,837-83.9% |
| Participant deferral / active EE | $2,437 | $6,356-61.7% | $5,568-56.2% | $6,341-61.6% |
| Admin fee / account holder | $60 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |