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 | $25,518 | $167,307-84.7% | $143,757-82.2% | $134,475-81.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -27.83% | 0.46%-28.3pp | -0.04%-27.8pp | 417.96%-445.8pp |
| Employer contribution / active EE | $617 | $5,619-89.0% | $4,951-87.5% | $4,740-87.0% |
| Participant deferral / active EE | $8,241 | $6,446+27.8% | $5,637+46.2% | $6,400+28.8% |
| Admin fee / account holder | $116 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |