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 | $20,657 | $115,770-82.2% | $101,248-79.6% | $158,922-87.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | -6.10% | 56.14%-62.2pp | 46.47%-52.6pp | 302.83%-308.9pp |
| Employer contribution / active EE | $489 | $4,175-88.3% | $3,660-86.6% | $4,761-89.7% |
| Participant deferral / active EE | $2,278 | $4,957-54.1% | $4,370-47.9% | $5,982-61.9% |
| Admin fee / account holder | $216 | $7,245-97.0% | $5,945-96.4% | $11,246-98.1% |