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 9-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 | $40,278 | $138,065-70.8% | $123,544-67.4% | $135,375-70.2% |
| Participation rate | 12.5% | 84.7%-72.2pp | 82.3%-69.8pp | 82.6%-70.1pp |
| Annual return | -12.02% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $466 | $5,151-91.0% | $4,628-89.9% | $4,779-90.2% |
| Participant deferral / active EE | $2,398 | $6,799-64.7% | $6,426-62.7% | $5,609-57.2% |
| Admin fee / account holder | $253 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |