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 | $34,718 | $70,756-50.9% | $65,493-47.0% | $142,382-75.6% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | -4.65% | 1754.89%-1759.5pp | 982.45%-987.1pp | 217.08%-221.7pp |
| Employer contribution / active EE | $187 | $2,881-93.5% | $2,574-92.7% | $4,299-95.7% |
| Participant deferral / active EE | $1,936 | $4,637-58.2% | $3,961-51.1% | $6,507-70.2% |
| Admin fee / account holder | $260 | $6,559-96.0% | $5,028-94.8% | $12,624-97.9% |