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 | $72,012 | $88,594-18.7% | $70,092+2.7% | $134,475-46.4% |
| Participation rate | 42.1% | 74.9%-32.8pp | 70.5%-28.4pp | 81.2%-39.1pp |
| Annual return | -26.19% | 442.67%-468.9pp | 190.73%-216.9pp | 417.96%-444.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,706 | $4,772-43.3% | $3,849-29.7% | $6,400-57.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |