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 | $41,635 | $93,024-55.2% | $77,024-45.9% | $134,475-69.0% |
| Participation rate | 5.6% | 74.5%-68.9pp | 67.9%-62.3pp | 81.2%-75.7pp |
| Annual return | -33.93% | 62.60%-96.5pp | 42.32%-76.2pp | 417.96%-451.9pp |
| Employer contribution / active EE | $381 | $3,418-88.8% | $2,812-86.4% | $4,740-92.0% |
| Participant deferral / active EE | $1,139 | $5,238-78.3% | $4,426-74.3% | $6,400-82.2% |
| Admin fee / account holder | $182 | $6,944-97.4% | $5,425-96.6% | $11,426-98.4% |