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 | $56,143 | $97,757-42.6% | $83,848-33.0% | $135,375-58.5% |
| Participation rate | 19.0% | 80.0%-60.9pp | 76.1%-57.1pp | 82.6%-63.6pp |
| Annual return | -10.21% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $317 | $4,222-92.5% | $3,631-91.3% | $4,779-93.4% |
| Participant deferral / active EE | $1,662 | $4,682-64.5% | $4,082-59.3% | $5,609-70.4% |
| Admin fee / account holder | $31 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |