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 | $75,605 | $82,286-8.1% | $68,791+9.9% | $134,475-43.8% |
| Participation rate | 27.8% | 75.1%-47.3pp | 69.0%-41.2pp | 81.2%-53.4pp |
| Annual return | -29.08% | -2.19%-26.9pp | -6.38%-22.7pp | 417.96%-447.0pp |
| Employer contribution / active EE | $93 | $3,301-97.2% | $2,655-96.5% | $4,740-98.0% |
| Participant deferral / active EE | $1,547 | $4,739-67.4% | $3,941-60.7% | $6,400-75.8% |
| Admin fee / account holder | $236 | $6,481-96.4% | $4,932-95.2% | $11,426-97.9% |