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 | $28,344 | $56,199-49.6% | $67,652-58.1% | $59,632-52.5% |
| Participation rate | 65.9% | 71.5%-5.6pp | 75.7%-9.8pp | 68.7%-2.8pp |
| Annual return | -3.42% | 18505.31%-18508.7pp | 6625.04%-6628.5pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $303 | $1,614-81.2% | $2,266-86.6% | $2,203-86.3% |
| Participant deferral / active EE | $2,838 | $2,844-0.2% | $3,560-20.3% | $3,192-11.1% |
| Admin fee / account holder | $113 | $3,958-97.1% | $4,821-97.6% | $4,297-97.4% |