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 | $160,521 | $73,867+117.3% | $143,757+11.7% | $68,494+134.4% |
| Participation rate | 53.1% | 66.7%-13.5pp | 80.3%-27.2pp | 67.9%-14.8pp |
| Annual return | -22.13% | 1.01%-23.1pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,849 | $3,384+13.7% | $5,637-31.7% | $4,027-4.4% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |