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 | $128,091 | $62,586+104.7% | $76,768+66.9% | $64,186+99.6% |
| Participation rate | 32.1% | 72.8%-40.7pp | 77.0%-44.8pp | 69.6%-37.4pp |
| Annual return | -10.06% | -1.95%-8.1pp | 2.43%-12.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,577 | $3,145-18.1% | $3,852-33.1% | $3,470-25.7% |
| Admin fee / account holder | $279 | $4,667-94.0% | $6,675-95.8% | $4,888-94.3% |