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 6-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 | $27,230 | $106,543-74.4% | $91,220-70.1% | $134,475-79.8% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -28.09% | 160.60%-188.7pp | 114.01%-142.1pp | 417.96%-446.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,714 | $4,719-21.3% | $4,234-12.3% | $6,400-42.0% |
| Admin fee / account holder | $283 | $6,231-95.5% | $5,420-94.8% | $11,426-97.5% |