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 | $44,871 | $69,518-35.5% | $59,878-25.1% | $135,375-66.9% |
| Participation rate | 19.0% | 77.8%-58.8pp | 74.7%-55.7pp | 82.6%-63.6pp |
| Annual return | -12.55% | 7.94%-20.5pp | 3.46%-16.0pp | 519.73%-532.3pp |
| Employer contribution / active EE | $296 | $3,235-90.8% | $2,722-89.1% | $4,779-93.8% |
| Participant deferral / active EE | $3,484 | $4,206-17.2% | $3,402+2.4% | $5,609-37.9% |
| Admin fee / account holder | $99 | $5,734-98.3% | $3,590-97.2% | $10,827-99.1% |