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 5-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 | $20,691 | $88,594-76.6% | $70,092-70.5% | $134,475-84.6% |
| Participation rate | 15.0% | 74.9%-59.9pp | 70.5%-55.5pp | 81.2%-66.2pp |
| Annual return | -22.02% | 442.67%-464.7pp | 190.73%-212.8pp | 417.96%-440.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,523 | $4,772-47.1% | $3,849-34.5% | $6,400-60.6% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |