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 8-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 | $12,357 | $39,019-68.3% | $80,716-84.7% | $85,850-85.6% |
| Participation rate | 39.4% | 41.5%-2.2pp | 54.2%-14.8pp | 69.3%-29.9pp |
| Annual return | 10.53% | 26.27%-15.7pp | 87.28%-76.7pp | 318.53%-308.0pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $923 | $1,326-30.4% | $2,146-57.0% | $3,952-76.7% |
| Admin fee / account holder | $107 | $2,431-95.6% | $3,380-96.8% | $6,260-98.3% |