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 | $67,960 | $108,172-37.2% | $77,482-12.3% | $158,922-57.2% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | -25.56% | 31.67%-57.2pp | 54.79%-80.3pp | 302.83%-328.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $577 | $2,456-76.5% | $1,861-69.0% | $5,982-90.4% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |