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 | $110,689 | $80,812+37.0% | $160,784-31.2% | $82,448+34.3% |
| Participation rate | 32.6% | 66.2%-33.6pp | 77.0%-44.3pp | 68.1%-35.5pp |
| Annual return | 12.87% | 100.59%-87.7pp | 1803.92%-1791.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,973 | $4,335-31.4% | $6,293-52.8% | $4,139-28.2% |
| Admin fee / account holder | $0 | $7,695-100.0% | $9,717-100.0% | $7,234-100.0% |