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 4-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 | $12,269 | $88,751-86.2% | $81,812-85.0% | $145,922-91.6% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.3%-43.8pp | 80.3%-51.7pp |
| Annual return | 8.91% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,575 | $4,643-66.1% | $4,319-63.5% | $6,688-76.4% |
| Admin fee / account holder | $114 | $8,415-98.6% | $7,386-98.5% | $13,397-99.1% |