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 | $15,049 | $65,696-77.1% | $56,429-73.3% | $147,584-89.8% |
| Participation rate | 0.0% | 85.5%-85.5pp | 80.0%-80.0pp | 82.8%-82.8pp |
| Annual return | 4.95% | 13.32%-8.4pp | 19.04%-14.1pp | 578.55%-573.6pp |
| Employer contribution / active EE | $0 | $4,121-100.0% | $3,405-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,647 | $4,876-66.2% | $3,951-58.3% | $5,439-69.7% |
| Admin fee / account holder | $19 | $5,947-99.7% | $4,466-99.6% | $10,885-99.8% |