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 10-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 | $22,608 | $77,813-70.9% | $123,544-81.7% | $64,186-64.8% |
| Participation rate | 47.9% | 74.7%-26.8pp | 82.3%-34.4pp | 69.6%-21.7pp |
| Annual return | -9.44% | 12.48%-21.9pp | 119.20%-128.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $485 | $3,014-83.9% | $4,628-89.5% | $2,381-79.6% |
| Participant deferral / active EE | $3,786 | $5,240-27.8% | $6,426-41.1% | $3,470+9.1% |
| Admin fee / account holder | $95 | $5,519-98.3% | $9,284-99.0% | $4,888-98.1% |