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 | $80,926 | $135,635-40.3% | $110,238-26.6% | $135,375-40.2% |
| Participation rate | 52.2% | 83.5%-31.3pp | 79.8%-27.6pp | 82.6%-30.5pp |
| Annual return | -11.07% | 513.19%-524.3pp | 314.74%-325.8pp | 519.73%-530.8pp |
| Employer contribution / active EE | $734 | $4,906-85.0% | $3,826-80.8% | $4,779-84.6% |
| Participant deferral / active EE | $2,275 | $5,506-58.7% | $4,672-51.3% | $5,609-59.4% |
| Admin fee / account holder | $196 | $11,457-98.3% | $8,547-97.7% | $10,827-98.2% |