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 | $35,988 | $127,386-71.7% | $115,037-68.7% | $125,391-71.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -4.28% | 31.28%-35.6pp | 26.14%-30.4pp | 282.22%-286.5pp |
| Employer contribution / active EE | $783 | $5,166-84.9% | $4,608-83.0% | $4,866-83.9% |
| Participant deferral / active EE | $5,182 | $6,423-19.3% | $6,026-14.0% | $5,352-3.2% |
| Admin fee / account holder | $129 | $9,516-98.6% | $8,175-98.4% | $9,540-98.7% |