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 | $66,599 | $133,958-50.3% | $112,228-40.7% | $134,475-50.5% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.1%-52.0pp | 81.2%-58.1pp |
| Annual return | -23.06% | 47.11%-70.2pp | 27.45%-50.5pp | 417.96%-441.0pp |
| Employer contribution / active EE | $669 | $4,038-83.4% | $3,635-81.6% | $4,740-85.9% |
| Participant deferral / active EE | $1,793 | $5,291-66.1% | $4,728-62.1% | $6,400-72.0% |
| Admin fee / account holder | $257 | $7,489-96.6% | $6,410-96.0% | $11,426-97.7% |