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 | $36,198 | $54,350-33.4% | $82,719-56.2% | $68,494-47.2% |
| Participation rate | 46.9% | 63.9%-17.0pp | 72.6%-25.7pp | 67.9%-21.0pp |
| Annual return | -22.69% | -13.67%-9.0pp | 701.18%-723.9pp | -7.84%-14.8pp |
| Employer contribution / active EE | $167 | $2,218-92.5% | $3,009-94.5% | $2,596-93.6% |
| Participant deferral / active EE | $1,033 | $3,246-68.2% | $4,395-76.5% | $4,027-74.3% |
| Admin fee / account holder | $110 | $4,395-97.5% | $5,329-97.9% | $5,403-98.0% |