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 | $75,476 | $67,331+12.1% | $60,874+24.0% | $134,475-43.9% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.1%-44.5pp | 81.2%-52.7pp |
| Annual return | -20.44% | 49.93%-70.4pp | 16.90%-37.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $37 | $3,096-98.8% | $2,701-98.6% | $4,740-99.2% |
| Participant deferral / active EE | $3,728 | $4,538-17.9% | $3,817-2.3% | $6,400-41.7% |
| Admin fee / account holder | $20 | $4,582-99.6% | $3,224-99.4% | $11,426-99.8% |