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 3-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 | $20,942 | $88,710-76.4% | $81,783-74.4% | $145,959-85.7% |
| Participation rate | 11.8% | 75.0%-63.3pp | 72.4%-60.6pp | 80.3%-68.5pp |
| Annual return | 4.69% | 1027.26%-1022.6pp | 775.05%-770.4pp | 561.95%-557.3pp |
| Employer contribution / active EE | $274 | $3,083-91.1% | $2,913-90.6% | $4,661-94.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $50 | $8,407-99.4% | $7,380-99.3% | $13,398-99.6% |