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 9-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 | $34,438 | $97,757-64.8% | $83,848-58.9% | $135,375-74.6% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | -23.55% | 1287.37%-1310.9pp | 850.88%-874.4pp | 519.73%-543.3pp |
| Employer contribution / active EE | $335 | $4,222-92.1% | $3,631-90.8% | $4,779-93.0% |
| Participant deferral / active EE | $6,125 | $4,682+30.8% | $4,082+50.1% | $5,609+9.2% |
| Admin fee / account holder | $208 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |