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 | $95,850 | $100,754-4.9% | $86,677+10.6% | $134,475-28.7% |
| Participation rate | 42.9% | 78.9%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -22.35% | 29.04%-51.4pp | 35.91%-58.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $242 | $3,489-93.1% | $2,836-91.5% | $4,740-94.9% |
| Participant deferral / active EE | $2,695 | $5,338-49.5% | $4,656-42.1% | $6,400-57.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |