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 | $18,089 | $69,518-74.0% | $59,878-69.8% | $135,375-86.6% |
| Participation rate | 21.1% | 77.8%-56.8pp | 74.7%-53.6pp | 82.6%-61.6pp |
| Annual return | -9.99% | 7.94%-17.9pp | 3.46%-13.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $228 | $3,235-93.0% | $2,722-91.6% | $4,779-95.2% |
| Participant deferral / active EE | $802 | $4,206-80.9% | $3,402-76.4% | $5,609-85.7% |
| Admin fee / account holder | $20 | $5,734-99.7% | $3,590-99.4% | $10,827-99.8% |