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 7-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 | $15,082 | $39,019-61.3% | $80,716-81.3% | $85,850-82.4% |
| Participation rate | 6.7% | 41.5%-34.9pp | 54.2%-47.5pp | 69.3%-62.6pp |
| Annual return | 10.93% | 26.27%-15.3pp | 87.28%-76.3pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $445 | $1,326-66.4% | $2,146-79.3% | $3,952-88.7% |
| Admin fee / account holder | $125 | $2,431-94.9% | $3,380-96.3% | $6,260-98.0% |