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 | $100,108 | $105,998-5.6% | $92,233+8.5% | $147,584-32.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 0.53% | 50.05%-49.5pp | 176.28%-175.8pp | 578.55%-578.0pp |
| Employer contribution / active EE | $177 | $4,333-95.9% | $3,679-95.2% | $4,876-96.4% |
| Participant deferral / active EE | $2,400 | $4,478-46.4% | $3,897-38.4% | $5,439-55.9% |
| Admin fee / account holder | -$161 | $6,332-102.5% | $5,194-103.1% | $10,885-101.5% |