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 | $80,154 | $180,449-55.6% | $154,107-48.0% | $135,375-40.8% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | -10.43% | 888.09%-898.5pp | 735.12%-745.5pp | 519.73%-530.2pp |
| Employer contribution / active EE | $817 | $6,035-86.5% | $5,298-84.6% | $4,779-82.9% |
| Participant deferral / active EE | $5,444 | $5,806-6.2% | $5,081+7.2% | $5,609-2.9% |
| Admin fee / account holder | $56 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |