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 | $126,571 | $211,958-40.3% | $169,463-25.3% | $135,375-6.5% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -11.53% | 3.26%-14.8pp | 1.83%-13.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,972 | $6,075+31.2% | $5,277+51.1% | $5,609+42.1% |
| Admin fee / account holder | $14 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |