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 3-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 | $11,112 | $156,846-92.9% | $121,098-90.8% | $139,434-92.0% |
| Participation rate | 18.2% | 76.4%-58.2pp | 69.5%-51.3pp | 80.3%-62.1pp |
| Annual return | -0.62% | 1474.56%-1475.2pp | 985.75%-986.4pp | 372.94%-373.6pp |
| Employer contribution / active EE | $99 | $5,536-98.2% | $4,164-97.6% | $4,751-97.9% |
| Participant deferral / active EE | $7,484 | $4,844+54.5% | $4,080+83.4% | $6,710+11.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |