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 | $57,014 | $82,664-31.0% | $125,339-54.5% | $68,494-16.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 82.4%-49.0pp | 67.9%-34.6pp |
| Annual return | -32.32% | -5.97%-26.4pp | 572.05%-604.4pp | -7.84%-24.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,218 | $6,110-31.0% | $7,446-43.4% | $4,027+4.7% |
| Admin fee / account holder | $8 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |