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 6-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 | $17,549 | $48,230-63.6% | $67,502-74.0% | $80,856-78.3% |
| Participation rate | 27.8% | 66.4%-38.6pp | 72.9%-45.1pp | 67.6%-39.9pp |
| Annual return | 8.79% | 18.28%-9.5pp | 3512.12%-3503.3pp | 35.59%-26.8pp |
| Employer contribution / active EE | $247 | $2,020-87.8% | $2,731-90.9% | $2,755-91.0% |
| Participant deferral / active EE | $1,951 | $2,924-33.3% | $4,000-51.2% | $4,296-54.6% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |