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 | $35,077 | $76,000-53.8% | $154,107-77.2% | $64,186-45.4% |
| Participation rate | 13.5% | 70.4%-56.9pp | 83.0%-69.5pp | 69.6%-56.1pp |
| Annual return | -9.06% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $161 | $3,351-95.2% | $5,298-97.0% | $2,381-93.2% |
| Participant deferral / active EE | $1,160 | $3,175-63.5% | $5,081-77.2% | $3,470-66.6% |
| Admin fee / account holder | $168 | $5,596-97.0% | $13,411-98.7% | $4,888-96.6% |