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 | $56,578 | $42,383+33.5% | $76,523-26.1% | $64,186-11.9% |
| Participation rate | 57.7% | 58.1%-0.5pp | 68.0%-10.3pp | 69.6%-11.9pp |
| Annual return | -10.79% | -16.54%+5.7pp | -0.27%-10.5pp | 7.63%-18.4pp |
| Employer contribution / active EE | $197 | $1,563-87.4% | $2,647-92.5% | $2,381-91.7% |
| Participant deferral / active EE | $1,682 | $2,566-34.5% | $3,835-56.2% | $3,470-51.5% |
| Admin fee / account holder | $22 | $3,198-99.3% | $4,848-99.6% | $4,888-99.6% |