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 | $17,005 | $32,037-46.9% | $69,182-75.4% | $62,891-73.0% |
| Participation rate | 24.5% | 43.4%-18.9pp | 55.1%-30.6pp | 69.3%-44.8pp |
| Annual return | 3.73% | 15.16%-11.4pp | -21.93%+25.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $362 | $1,185-69.5% | $1,897-80.9% | $3,203-88.7% |
| Admin fee / account holder | $90 | $2,608-96.6% | $2,697-96.7% | $4,296-97.9% |