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 | $33,971 | $142,344-76.1% | $119,609-71.6% | $134,475-74.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -24.68% | -12.44%-12.2pp | -14.97%-9.7pp | 417.96%-442.6pp |
| Employer contribution / active EE | $593 | $5,222-88.6% | $4,232-86.0% | $4,740-87.5% |
| Participant deferral / active EE | $3,658 | $6,469-43.5% | $5,602-34.7% | $6,400-42.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |