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 | $16,187 | $91,911-82.4% | $68,793-76.5% | $135,375-88.0% |
| Participation rate | 60.0% | 76.7%-16.7pp | 72.2%-12.2pp | 82.6%-22.6pp |
| Annual return | -10.81% | -8.22%-2.6pp | -4.63%-6.2pp | 519.73%-530.5pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,684 | $4,315+8.5% | $3,311+41.5% | $5,609-16.5% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |