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 6-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 | $13,987 | $42,894-67.4% | $60,874-77.0% | $68,494-79.6% |
| Participation rate | 19.6% | 66.8%-47.2pp | 73.1%-53.5pp | 67.9%-48.3pp |
| Annual return | -21.53% | -13.98%-7.5pp | 16.90%-38.4pp | -7.84%-13.7pp |
| Employer contribution / active EE | $238 | $1,978-88.0% | $2,701-91.2% | $2,596-90.8% |
| Participant deferral / active EE | $1,071 | $2,867-62.6% | $3,817-71.9% | $4,027-73.4% |
| Admin fee / account holder | $245 | $3,101-92.1% | $3,224-92.4% | $5,403-95.5% |