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 | $18,609 | $85,790-78.3% | $67,313-72.4% | $135,375-86.3% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.1%-24.6pp | 82.6%-38.2pp |
| Annual return | -14.92% | -0.54%-14.4pp | -4.08%-10.8pp | 519.73%-534.7pp |
| Employer contribution / active EE | $372 | $3,487-89.3% | $2,566-85.5% | $4,779-92.2% |
| Participant deferral / active EE | $4,230 | $4,651-9.0% | $3,568+18.6% | $5,609-24.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |