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 | $86,192 | $167,307-48.5% | $143,757-40.0% | $134,475-35.9% |
| Participation rate | 52.6% | 84.8%-32.2pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | -22.09% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,067 | $5,619-81.0% | $4,951-78.5% | $4,740-77.5% |
| Participant deferral / active EE | $3,067 | $6,446-52.4% | $5,637-45.6% | $6,400-52.1% |
| Admin fee / account holder | $111 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |