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 | $28,536 | $138,065-79.3% | $123,544-76.9% | $135,375-78.9% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -12.95% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $300 | $5,151-94.2% | $4,628-93.5% | $4,779-93.7% |
| Participant deferral / active EE | $3,375 | $6,799-50.4% | $6,426-47.5% | $5,609-39.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |