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 | $34,969 | $180,449-80.6% | $154,107-77.3% | $135,375-74.2% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -11.65% | 888.09%-899.7pp | 735.12%-746.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $862 | $6,035-85.7% | $5,298-83.7% | $4,779-82.0% |
| Participant deferral / active EE | $2,498 | $5,806-57.0% | $5,081-50.8% | $5,609-55.5% |
| Admin fee / account holder | $230 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |