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 | $173,985 | $96,635+80.0% | $86,612+100.9% | $139,434+24.8% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | -7.14% | 106.41%-113.6pp | 591.07%-598.2pp | 372.94%-380.1pp |
| Employer contribution / active EE | $221 | $3,263-93.2% | $3,022-92.7% | $4,751-95.3% |
| Participant deferral / active EE | $1,500 | $4,836-69.0% | $4,438-66.2% | $6,710-77.6% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |