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 5-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 | $12,759 | $74,888-83.0% | $71,209-82.1% | $142,382-91.0% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.1%-53.8pp |
| Annual return | 12.29% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $352 | $2,854-87.7% | $2,721-87.1% | $4,299-91.8% |
| Participant deferral / active EE | $861 | $4,454-80.7% | $4,175-79.4% | $6,507-86.8% |
| Admin fee / account holder | $204 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |