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 4-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 | $37,348 | $70,428-47.0% | $96,562-61.3% | $85,850-56.5% |
| Participation rate | 30.8% | 61.8%-31.0pp | 69.8%-39.0pp | 69.3%-38.5pp |
| Annual return | -11.12% | 18.59%-29.7pp | 37.78%-48.9pp | 318.53%-329.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,408 | $2,894-51.3% | $3,849-63.4% | $3,952-64.4% |
| Admin fee / account holder | $171 | $4,997-96.6% | $6,181-97.2% | $6,260-97.3% |