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 | $31,114 | $168,632-81.5% | $147,614-78.9% | $125,391-75.2% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -4.09% | 77.65%-81.7pp | 61.98%-66.1pp | 282.22%-286.3pp |
| Employer contribution / active EE | $563 | $6,252-91.0% | $5,564-89.9% | $4,866-88.4% |
| Participant deferral / active EE | $6,086 | $5,507+10.5% | $4,895+24.3% | $5,352+13.7% |
| Admin fee / account holder | $248 | $13,580-98.2% | $11,611-97.9% | $9,540-97.4% |