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 | $32,958 | $57,354-42.5% | $83,848-60.7% | $64,186-48.7% |
| Participation rate | 52.1% | 68.6%-16.5pp | 76.1%-24.0pp | 69.6%-17.5pp |
| Annual return | -9.76% | 11.38%-21.1pp | 850.88%-860.6pp | 7.63%-17.4pp |
| Employer contribution / active EE | $532 | $2,545-79.1% | $3,631-85.4% | $2,381-77.7% |
| Participant deferral / active EE | $2,406 | $2,993-19.6% | $4,082-41.1% | $3,470-30.7% |
| Admin fee / account holder | $243 | $4,046-94.0% | $5,478-95.6% | $4,888-95.0% |