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 | $106,851 | $142,344-24.9% | $119,609-10.7% | $134,475-20.5% |
| Participation rate | 22.2% | 82.8%-60.6pp | 79.3%-57.0pp | 81.2%-59.0pp |
| Annual return | -28.33% | -12.44%-15.9pp | -14.97%-13.4pp | 417.96%-446.3pp |
| Employer contribution / active EE | $992 | $5,222-81.0% | $4,232-76.6% | $4,740-79.1% |
| Participant deferral / active EE | $2,161 | $6,469-66.6% | $5,602-61.4% | $6,400-66.2% |
| Admin fee / account holder | $25 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |