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 9-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 | $13,045 | $73,867-82.3% | $143,757-90.9% | $68,494-81.0% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -34.65% | 1.01%-35.7pp | -0.04%-34.6pp | -7.84%-26.8pp |
| Employer contribution / active EE | $92 | $3,184-97.1% | $4,951-98.2% | $2,596-96.5% |
| Participant deferral / active EE | $1,681 | $3,384-50.3% | $5,637-70.2% | $4,027-58.3% |
| Admin fee / account holder | $144 | $5,755-97.5% | $14,673-99.0% | $5,403-97.3% |