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 | $90,156 | $93,024-3.1% | $77,024+17.0% | $134,475-33.0% |
| Participation rate | 30.0% | 74.5%-44.5pp | 67.9%-37.9pp | 81.2%-51.2pp |
| Annual return | -23.12% | 62.60%-85.7pp | 42.32%-65.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,188 | $5,238-58.2% | $4,426-50.6% | $6,400-65.8% |
| Admin fee / account holder | $234 | $6,944-96.6% | $5,425-95.7% | $11,426-98.0% |