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 | $168,342 | $180,449-6.7% | $154,107+9.2% | $135,375+24.4% |
| Participation rate | 14.3% | 87.4%-73.1pp | 83.0%-68.8pp | 82.6%-68.4pp |
| Annual return | -9.03% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.8pp |
| Employer contribution / active EE | $636 | $6,035-89.5% | $5,298-88.0% | $4,779-86.7% |
| Participant deferral / active EE | $2,824 | $5,806-51.4% | $5,081-44.4% | $5,609-49.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |