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 | $6,095 | $27,641-77.9% | $61,373-90.1% | $68,494-91.1% |
| Participation rate | 14.7% | 39.5%-24.8pp | 52.6%-37.9pp | 67.9%-53.2pp |
| Annual return | -22.32% | -13.24%-9.1pp | 338.61%-360.9pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $453 | $1,263-64.1% | $2,125-78.7% | $4,027-88.7% |
| Admin fee / account holder | $89 | $2,010-95.6% | $2,130-95.8% | $5,403-98.4% |