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 | $105,083 | $94,529+11.2% | $140,016-24.9% | $64,186+63.7% |
| Participation rate | 58.6% | 84.1%-25.5pp | 87.5%-28.9pp | 69.6%-10.9pp |
| Annual return | -9.06% | 7.77%-16.8pp | 651.12%-660.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,124 | $3,812-70.5% | $5,606-80.0% | $2,381-52.8% |
| Participant deferral / active EE | $2,826 | $5,250-46.2% | $6,927-59.2% | $3,470-18.6% |
| Admin fee / account holder | $14 | $6,741-99.8% | $10,705-99.9% | $4,888-99.7% |