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 | $30,473 | $138,065-77.9% | $123,544-75.3% | $135,375-77.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.87% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $777 | $5,151-84.9% | $4,628-83.2% | $4,779-83.7% |
| Participant deferral / active EE | $2,230 | $6,799-67.2% | $6,426-65.3% | $5,609-60.2% |
| Admin fee / account holder | $289 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |