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 | $75,184 | $138,044-45.5% | $125,339-40.0% | $134,475-44.1% |
| Participation rate | 29.4% | 84.5%-55.1pp | 82.4%-53.0pp | 81.2%-51.8pp |
| Annual return | -22.46% | 750.33%-772.8pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $692 | $5,243-86.8% | $4,814-85.6% | $4,740-85.4% |
| Participant deferral / active EE | $3,971 | $7,799-49.1% | $7,446-46.7% | $6,400-37.9% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |