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 10-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 | $67,991 | $105,860-35.8% | $90,749-25.1% | $134,475-49.4% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -26.71% | -11.01%-15.7pp | -12.16%-14.5pp | 417.96%-444.7pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,915 | $5,216-24.9% | $4,564-14.2% | $6,400-38.8% |
| Admin fee / account holder | $170 | $13,938-98.8% | $8,445-98.0% | $11,426-98.5% |