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 | $159,212 | $73,867+115.5% | $143,757+10.8% | $68,494+132.4% |
| Participation rate | 60.4% | 66.7%-6.2pp | 80.3%-19.9pp | 67.9%-7.5pp |
| Annual return | -24.64% | 1.01%-25.7pp | -0.04%-24.6pp | -7.84%-16.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,501 | $3,384+33.0% | $5,637-20.2% | $4,027+11.8% |
| Admin fee / account holder | $228 | $5,755-96.0% | $14,673-98.4% | $5,403-95.8% |