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 | $0 | $140,588-100.0% | $123,104-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | -5.44% | 16.80%-22.2pp | 13.22%-18.7pp | 282.22%-287.7pp |
| Employer contribution / active EE | $990 | $6,041-83.6% | $5,151-80.8% | $4,866-79.7% |
| Participant deferral / active EE | $6,659 | $6,980-4.6% | $6,230+6.9% | $5,352+24.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |