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 6-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 | $22,849 | $190,805-88.0% | $159,960-85.7% | $134,475-83.0% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -22.80% | 552.23%-575.0pp | 408.60%-431.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $234 | $4,995-95.3% | $4,226-94.5% | $4,740-95.1% |
| Participant deferral / active EE | $5,155 | $6,923-25.5% | $6,182-16.6% | $6,400-19.5% |
| Admin fee / account holder | $152 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |