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 | $46,816 | $113,935-58.9% | $94,224-50.3% | $125,391-62.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -3.48% | 5.29%-8.8pp | 10.68%-14.2pp | 282.22%-285.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,470 | $5,179-52.3% | $4,320-42.8% | $5,352-53.8% |
| Admin fee / account holder | $292 | $8,391-96.5% | $6,269-95.3% | $9,540-96.9% |