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 | $19,508 | $91,190-78.6% | $178,490-89.1% | $79,858-75.6% |
| Participation rate | 34.6% | 69.2%-34.6pp | 81.9%-47.3pp | 69.6%-35.0pp |
| Annual return | -0.29% | 24.19%-24.5pp | 151.07%-151.4pp | 31.71%-32.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,091 | $3,236-35.4% | $5,202-59.8% | $3,740-44.1% |
| Admin fee / account holder | $65 | $6,751-99.0% | $13,984-99.5% | $5,306-98.8% |