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 9-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 | $21,299 | $97,757-78.2% | $83,848-74.6% | $135,375-84.3% |
| Participation rate | 13.6% | 80.0%-66.3pp | 76.1%-62.5pp | 82.6%-69.0pp |
| Annual return | -10.08% | 1287.37%-1297.5pp | 850.88%-861.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $255 | $4,222-94.0% | $3,631-93.0% | $4,779-94.7% |
| Participant deferral / active EE | $1,258 | $4,682-73.1% | $4,082-69.2% | $5,609-77.6% |
| Admin fee / account holder | $30 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |