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 | $184,207 | $158,817+16.0% | $121,196+52.0% | $135,375+36.1% |
| Participation rate | 52.9% | 79.3%-26.4pp | 71.7%-18.8pp | 82.6%-29.7pp |
| Annual return | -10.71% | -0.64%-10.1pp | 16.93%-27.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,152 | $4,005+53.6% | $3,344+83.9% | $5,609+9.7% |
| Admin fee / account holder | $81 | $6,512-98.8% | $5,019-98.4% | $10,827-99.2% |