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 | $48,816 | $45,152+8.1% | $73,843-33.9% | $59,632-18.1% |
| Participation rate | 26.8% | 64.0%-37.3pp | 73.4%-46.7pp | 68.7%-41.9pp |
| Annual return | -6.35% | 27.40%-33.7pp | 2267.84%-2274.2pp | 2041.28%-2047.6pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $789 | $2,574-69.4% | $3,583-78.0% | $3,192-75.3% |
| Admin fee / account holder | $202 | $3,516-94.3% | $4,880-95.9% | $4,297-95.3% |