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 | $74,364 | $43,723+70.1% | $121,196-38.6% | $64,186+15.9% |
| Participation rate | 54.1% | 58.3%-4.3pp | 71.7%-17.7pp | 69.6%-15.5pp |
| Annual return | -8.35% | 68.91%-77.3pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $180 | $1,296-86.1% | $4,022-95.5% | $2,381-92.4% |
| Participant deferral / active EE | $5,827 | $2,280+155.6% | $3,344+74.2% | $3,470+67.9% |
| Admin fee / account holder | $261 | $3,501-92.5% | $5,019-94.8% | $4,888-94.7% |