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 | $37,808 | $138,065-72.6% | $123,544-69.4% | $135,375-72.1% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -12.26% | 153.68%-165.9pp | 119.20%-131.5pp | 519.73%-532.0pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,831 | $6,799-28.9% | $6,426-24.8% | $5,609-13.9% |
| Admin fee / account holder | $234 | $10,916-97.9% | $9,284-97.5% | $10,827-97.8% |