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 | $83,905 | $71,883+16.7% | $86,677-3.2% | $68,494+22.5% |
| Participation rate | 46.2% | 72.2%-26.1pp | 76.6%-30.4pp | 67.9%-21.7pp |
| Annual return | -23.14% | 3.52%-26.7pp | 35.91%-59.1pp | -7.84%-15.3pp |
| Employer contribution / active EE | $378 | $2,173-82.6% | $2,836-86.7% | $2,596-85.4% |
| Participant deferral / active EE | $3,152 | $3,779-16.6% | $4,656-32.3% | $4,027-21.7% |
| Admin fee / account holder | $79 | $6,112-98.7% | $7,493-98.9% | $5,403-98.5% |