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 | $29,373 | $51,576-43.0% | $129,207-77.3% | $80,856-63.7% |
| Participation rate | 6.3% | 57.0%-50.7pp | 69.6%-63.4pp | 67.6%-61.4pp |
| Annual return | 10.83% | 20.81%-10.0pp | 9417.33%-9406.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,256 | $2,669-53.0% | $4,168-69.9% | $4,296-70.8% |
| Admin fee / account holder | $249 | $4,305-94.2% | $7,715-96.8% | $6,918-96.4% |