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 | $71,023 | $142,344-50.1% | $119,609-40.6% | $134,475-47.2% |
| Participation rate | 60.9% | 82.8%-21.9pp | 79.3%-18.4pp | 81.2%-20.4pp |
| Annual return | -21.57% | -12.44%-9.1pp | -14.97%-6.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $592 | $5,222-88.7% | $4,232-86.0% | $4,740-87.5% |
| Participant deferral / active EE | $5,464 | $6,469-15.5% | $5,602-2.5% | $6,400-14.6% |
| Admin fee / account holder | $32 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |