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 4-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 | $10,384 | $106,543-90.3% | $91,220-88.6% | $134,475-92.3% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -22.70% | 160.60%-183.3pp | 114.01%-136.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $286 | $3,331-91.4% | $2,850-90.0% | $4,740-94.0% |
| Participant deferral / active EE | $1,742 | $4,719-63.1% | $4,234-58.9% | $6,400-72.8% |
| Admin fee / account holder | $53 | $6,231-99.2% | $5,420-99.0% | $11,426-99.5% |