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 | $54,307 | $56,484-3.9% | $169,463-68.0% | $64,186-15.4% |
| Participation rate | 39.0% | 64.5%-25.5pp | 77.8%-38.8pp | 69.6%-30.5pp |
| Annual return | -8.49% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $18 | $1,832-99.0% | $4,159-99.6% | $2,381-99.2% |
| Participant deferral / active EE | $2,054 | $3,448-40.4% | $5,277-61.1% | $3,470-40.8% |
| Admin fee / account holder | $84 | $4,174-98.0% | $9,109-99.1% | $4,888-98.3% |