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 | $68,602 | $54,229+26.5% | $70,092-2.1% | $68,494+0.2% |
| Participation rate | 51.7% | 64.5%-12.8pp | 70.5%-18.8pp | 67.9%-16.2pp |
| Annual return | -21.29% | -13.87%-7.4pp | 190.73%-212.0pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,132 | $2,956-61.7% | $3,849-70.6% | $4,027-71.9% |
| Admin fee / account holder | $127 | $4,694-97.3% | $6,267-98.0% | $5,403-97.7% |