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 7-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 | $14,235 | $100,852-85.9% | $90,404-84.3% | $158,922-91.0% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | -1.65% | 1724.20%-1725.9pp | 1293.02%-1294.7pp | 302.83%-304.5pp |
| Employer contribution / active EE | $137 | $3,689-96.3% | $3,262-95.8% | $4,761-97.1% |
| Participant deferral / active EE | $1,196 | $4,348-72.5% | $3,963-69.8% | $5,982-80.0% |
| Admin fee / account holder | $77 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |