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 | $62,443 | $211,958-70.5% | $169,463-63.2% | $135,375-53.9% |
| Participation rate | 46.2% | 82.6%-36.5pp | 77.8%-31.6pp | 82.6%-36.5pp |
| Annual return | -9.40% | 3.26%-12.7pp | 1.83%-11.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $376 | $5,120-92.7% | $4,159-91.0% | $4,779-92.1% |
| Participant deferral / active EE | $2,876 | $6,075-52.7% | $5,277-45.5% | $5,609-48.7% |
| Admin fee / account holder | $261 | $11,471-97.7% | $9,109-97.1% | $10,827-97.6% |