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 | $41,518 | $99,032-58.1% | $80,019-48.1% | $135,375-69.3% |
| Participation rate | 41.7% | 78.4%-36.7pp | 75.8%-34.2pp | 82.6%-41.0pp |
| Annual return | -9.87% | 15.39%-25.3pp | 11.22%-21.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $244 | $3,043-92.0% | $2,468-90.1% | $4,779-94.9% |
| Participant deferral / active EE | $1,593 | $4,282-62.8% | $3,686-56.8% | $5,609-71.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |