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 | $158,731 | $106,890+48.5% | $84,015+88.9% | $152,861+3.8% |
| Participation rate | 16.7% | 75.2%-58.6pp | 69.0%-52.3pp | 82.4%-65.8pp |
| Annual return | 1.45% | 104.99%-103.5pp | 71.31%-69.9pp | 345.32%-343.9pp |
| Employer contribution / active EE | $88 | $2,734-96.8% | $1,983-95.6% | $4,762-98.2% |
| Participant deferral / active EE | $1,491 | $4,011-62.8% | $3,239-54.0% | $5,850-74.5% |
| Admin fee / account holder | $194 | $8,285-97.7% | $6,101-96.8% | $11,596-98.3% |