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 | $22,092 | $97,757-77.4% | $83,848-73.7% | $135,375-83.7% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -12.55% | 1287.37%-1299.9pp | 850.88%-863.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $506 | $4,222-88.0% | $3,631-86.1% | $4,779-89.4% |
| Participant deferral / active EE | $3,544 | $4,682-24.3% | $4,082-13.2% | $5,609-36.8% |
| Admin fee / account holder | $104 | $6,674-98.4% | $5,478-98.1% | $10,827-99.0% |