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 | $55,583 | $49,922+11.3% | $80,569-31.0% | $75,163-26.0% |
| Participation rate | 21.5% | 55.3%-33.8pp | 67.0%-45.5pp | 67.2%-45.7pp |
| Annual return | 9.27% | 34.69%-25.4pp | 935.43%-926.2pp | 160.62%-151.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,009 | $2,990-66.3% | $4,447-77.3% | $4,125-75.5% |
| Admin fee / account holder | $145 | $3,577-96.0% | $5,377-97.3% | $5,651-97.4% |