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 8-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 | $0 | $102,616-100.0% | $81,983-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.2%-69.2pp | 82.0%-82.0pp |
| Annual return | -1.29% | 61.04%-62.3pp | 41.31%-42.6pp | 302.83%-304.1pp |
| Employer contribution / active EE | $260 | $3,240-92.0% | $2,498-89.6% | $4,761-94.5% |
| Participant deferral / active EE | $2,003 | $4,648-56.9% | $3,722-46.2% | $5,982-66.5% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |