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 | $29,775 | $77,813-61.7% | $123,544-75.9% | $64,186-53.6% |
| Participation rate | 25.9% | 74.7%-48.8pp | 82.3%-56.4pp | 69.6%-43.6pp |
| Annual return | -12.10% | 12.48%-24.6pp | 119.20%-131.3pp | 7.63%-19.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,979 | $5,240-43.1% | $6,426-53.6% | $3,470-14.1% |
| Admin fee / account holder | $135 | $5,519-97.6% | $9,284-98.5% | $4,888-97.2% |