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 | $27,389 | $100,852-72.8% | $90,404-69.7% | $158,922-82.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 2.39% | 1724.20%-1721.8pp | 1293.02%-1290.6pp | 302.83%-300.4pp |
| Employer contribution / active EE | $67 | $3,689-98.2% | $3,262-98.0% | $4,761-98.6% |
| Participant deferral / active EE | $4,992 | $4,348+14.8% | $3,963+25.9% | $5,982-16.6% |
| Admin fee / account holder | $229 | $6,501-96.5% | $5,611-95.9% | $11,246-98.0% |