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 | $37,801 | $135,635-72.1% | $110,238-65.7% | $135,375-72.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -11.19% | 513.19%-524.4pp | 314.74%-325.9pp | 519.73%-530.9pp |
| Employer contribution / active EE | $923 | $4,906-81.2% | $3,826-75.9% | $4,779-80.7% |
| Participant deferral / active EE | $3,427 | $5,506-37.8% | $4,672-26.7% | $5,609-38.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |