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 9-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 | $24,570 | $97,757-74.9% | $83,848-70.7% | $135,375-81.9% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -16.68% | 1287.37%-1304.0pp | 850.88%-867.6pp | 519.73%-536.4pp |
| Employer contribution / active EE | $691 | $4,222-83.6% | $3,631-81.0% | $4,779-85.5% |
| Participant deferral / active EE | $2,436 | $4,682-48.0% | $4,082-40.3% | $5,609-56.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |