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 | $48,744 | $180,449-73.0% | $154,107-68.4% | $135,375-64.0% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -11.32% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.1pp |
| Employer contribution / active EE | $799 | $6,035-86.8% | $5,298-84.9% | $4,779-83.3% |
| Participant deferral / active EE | $4,814 | $5,806-17.1% | $5,081-5.2% | $5,609-14.2% |
| Admin fee / account holder | $20 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |