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 | $131,150 | $180,449-27.3% | $154,107-14.9% | $135,375-3.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -16.26% | 888.09%-904.4pp | 735.12%-751.4pp | 519.73%-536.0pp |
| Employer contribution / active EE | $1,193 | $6,035-80.2% | $5,298-77.5% | $4,779-75.0% |
| Participant deferral / active EE | $2,990 | $5,806-48.5% | $5,081-41.1% | $5,609-46.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |