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 4-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 | $15,191 | $51,197-70.3% | $82,719-81.6% | $66,914-77.3% |
| Participation rate | 26.7% | 67.8%-41.1pp | 72.6%-45.9pp | 69.8%-43.1pp |
| Annual return | -19.75% | -9.64%-10.1pp | 701.18%-720.9pp | 1.58%-21.3pp |
| Employer contribution / active EE | $117 | $2,611-95.5% | $3,009-96.1% | $2,544-95.4% |
| Participant deferral / active EE | $1,387 | $3,458-59.9% | $4,395-68.4% | $4,237-67.3% |
| Admin fee / account holder | $218 | $416-47.5% | $5,329-95.9% | $593-63.2% |