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.
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 | $53,607 | $87,540-38.8% | $75,781-29.3% | $125,391-57.2% |
| Participation rate | 20.0% | 80.2%-60.2pp | 75.8%-55.8pp | 83.2%-63.2pp |
| Annual return | -6.35% | 13.48%-19.8pp | 9.68%-16.0pp | 282.22%-288.6pp |
| Employer contribution / active EE | $3,600 | $3,930-8.4% | $3,323+8.3% | $4,866-26.0% |
| Participant deferral / active EE | $212 | $4,229-95.0% | $3,651-94.2% | $5,352-96.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |