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 | $94,449 | $82,630+14.3% | $64,105+47.3% | $125,391-24.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -5.10% | 1489.72%-1494.8pp | 791.24%-796.3pp | 282.22%-287.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,000 | $3,608+232.6% | $2,822+325.3% | $5,352+124.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |