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 | $134,886 | $135,635-0.6% | $110,238+22.4% | $135,375-0.4% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -10.44% | 513.19%-523.6pp | 314.74%-325.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $400 | $4,906-91.8% | $3,826-89.5% | $4,779-91.6% |
| Participant deferral / active EE | $8,000 | $5,506+45.3% | $4,672+71.2% | $5,609+42.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |