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 | $132,030 | $135,635-2.7% | $110,238+19.8% | $135,375-2.5% |
| Participation rate | 27.8% | 83.5%-55.7pp | 79.8%-52.0pp | 82.6%-54.9pp |
| Annual return | -8.74% | 513.19%-521.9pp | 314.74%-323.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $745 | $4,906-84.8% | $3,826-80.5% | $4,779-84.4% |
| Participant deferral / active EE | $1,737 | $5,506-68.5% | $4,672-62.8% | $5,609-69.0% |
| Admin fee / account holder | $80 | $11,457-99.3% | $8,547-99.1% | $10,827-99.3% |