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 | $74,131 | $138,044-46.3% | $125,339-40.9% | $134,475-44.9% |
| Participation rate | 45.0% | 84.5%-39.5pp | 82.4%-37.4pp | 81.2%-36.2pp |
| Annual return | -22.87% | 750.33%-773.2pp | 572.05%-594.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,044 | $7,799-35.3% | $7,446-32.3% | $6,400-21.2% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |