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 5-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 | $18,705 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -34.14% | 0.46%-34.6pp | -0.04%-34.1pp | 417.96%-452.1pp |
| Employer contribution / active EE | $813 | $5,619-85.5% | $4,951-83.6% | $4,740-82.8% |
| Participant deferral / active EE | $2,841 | $6,446-55.9% | $5,637-49.6% | $6,400-55.6% |
| Admin fee / account holder | $138 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |