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 | $139,153 | $197,825-29.7% | $155,790-10.7% | $125,391+11.0% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | -3.61% | 86.74%-90.4pp | 71.54%-75.2pp | 282.22%-285.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,246 | $5,630-60.1% | $4,797-53.2% | $5,352-58.0% |
| Admin fee / account holder | $299 | $9,545-96.9% | $7,478-96.0% | $9,540-96.9% |