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 | $0 | $73,933-100.0% | $96,683-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 74.3%-74.3pp | 67.2%-67.2pp |
| Annual return | 4.73% | 26.70%-22.0pp | 35.69%-31.0pp | 160.62%-155.9pp |
| Employer contribution / active EE | $605 | $2,928-79.3% | $3,737-83.8% | $2,670-77.3% |
| Participant deferral / active EE | $1,785 | $3,659-51.2% | $4,878-63.4% | $4,125-56.7% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |