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 | $23,179 | $82,664-72.0% | $125,339-81.5% | $68,494-66.2% |
| Participation rate | 38.5% | 75.0%-36.6pp | 82.4%-43.9pp | 67.9%-29.4pp |
| Annual return | -19.48% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,996 | $6,110-34.6% | $7,446-46.3% | $4,027-0.8% |
| Admin fee / account holder | $125 | $6,275-98.0% | $10,010-98.7% | $5,403-97.7% |