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 9-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 | $165,713 | $127,386+30.1% | $115,037+44.1% | $125,391+32.2% |
| Participation rate | 14.3% | 84.2%-69.9pp | 81.4%-67.1pp | 83.2%-68.9pp |
| Annual return | -9.69% | 31.28%-41.0pp | 26.14%-35.8pp | 282.22%-291.9pp |
| Employer contribution / active EE | $303 | $5,166-94.1% | $4,608-93.4% | $4,866-93.8% |
| Participant deferral / active EE | $2,783 | $6,423-56.7% | $6,026-53.8% | $5,352-48.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |