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 | $236,054 | $176,812+33.5% | $146,665+60.9% | $167,490+40.9% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 8.20% | 24.03%-15.8pp | 22.74%-14.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $606 | $5,160-88.2% | $4,136-85.3% | $4,837-87.5% |
| Participant deferral / active EE | $2,523 | $6,440-60.8% | $5,506-54.2% | $6,341-60.2% |
| Admin fee / account holder | $160 | $13,259-98.8% | $10,280-98.4% | $12,309-98.7% |