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 | $46,368 | $160,055-71.0% | $140,016-66.9% | $135,375-65.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -11.87% | 911.38%-923.3pp | 651.12%-663.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $666 | $6,420-89.6% | $5,606-88.1% | $4,779-86.1% |
| Participant deferral / active EE | $9,776 | $7,642+27.9% | $6,927+41.1% | $5,609+74.3% |
| Admin fee / account holder | $209 | $13,328-98.4% | $10,705-98.1% | $10,827-98.1% |