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 | $40,419 | $76,000-46.8% | $154,107-73.8% | $64,186-37.0% |
| Participation rate | 17.1% | 70.4%-53.3pp | 83.0%-66.0pp | 69.6%-52.5pp |
| Annual return | -9.10% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $298 | $3,351-91.1% | $5,298-94.4% | $2,381-87.5% |
| Participant deferral / active EE | $1,101 | $3,175-65.3% | $5,081-78.3% | $3,470-68.3% |
| Admin fee / account holder | $283 | $5,596-94.9% | $13,411-97.9% | $4,888-94.2% |