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 5-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 | $29,833 | $49,173-39.3% | $121,098-75.4% | $75,163-60.3% |
| Participation rate | 23.1% | 55.4%-32.3pp | 69.5%-46.4pp | 67.2%-44.1pp |
| Annual return | 12.99% | 55.99%-43.0pp | 985.75%-972.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $287 | $1,546-81.5% | $4,164-93.1% | $2,670-89.3% |
| Participant deferral / active EE | $1,132 | $2,628-56.9% | $4,080-72.2% | $4,125-72.5% |
| Admin fee / account holder | $234 | $3,942-94.1% | $5,644-95.9% | $5,651-95.9% |