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 | $102,294 | $127,100-19.5% | $105,738-3.3% | $135,375-24.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 76.3%-47.8pp | 82.6%-54.1pp |
| Annual return | -16.13% | 4.49%-20.6pp | 6.27%-22.4pp | 519.73%-535.9pp |
| Employer contribution / active EE | $527 | $4,107-87.2% | $3,268-83.9% | $4,779-89.0% |
| Participant deferral / active EE | $7,000 | $5,064+38.2% | $4,080+71.6% | $5,609+24.8% |
| Admin fee / account holder | $45 | $9,087-99.5% | $6,913-99.3% | $10,827-99.6% |