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 7-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 | $93,403 | $178,174-47.6% | $156,181-40.2% | $137,256-32.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | -8.67% | 84.19%-92.9pp | 64.87%-73.5pp | 220.34%-229.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,521 | $6,888+9.2% | $6,132+22.6% | $6,407+17.4% |
| Admin fee / account holder | $83 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |