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 | $95,546 | $168,632-43.3% | $147,614-35.3% | $125,391-23.8% |
| Participation rate | 20.0% | 88.8%-68.8pp | 84.6%-64.6pp | 83.2%-63.2pp |
| Annual return | -3.86% | 77.65%-81.5pp | 61.98%-65.8pp | 282.22%-286.1pp |
| Employer contribution / active EE | $97 | $6,252-98.4% | $5,564-98.3% | $4,866-98.0% |
| Participant deferral / active EE | $3,060 | $5,507-44.4% | $4,895-37.5% | $5,352-42.8% |
| Admin fee / account holder | $36 | $13,580-99.7% | $11,611-99.7% | $9,540-99.6% |