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 | $13,301 | $42,894-69.0% | $60,874-78.1% | $68,494-80.6% |
| Participation rate | 23.7% | 66.8%-43.1pp | 73.1%-49.4pp | 67.9%-44.2pp |
| Annual return | -19.09% | -13.98%-5.1pp | 16.90%-36.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $243 | $1,978-87.7% | $2,701-91.0% | $2,596-90.7% |
| Participant deferral / active EE | $1,126 | $2,867-60.7% | $3,817-70.5% | $4,027-72.0% |
| Admin fee / account holder | $220 | $3,101-92.9% | $3,224-93.2% | $5,403-95.9% |