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 8-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 | $53,621 | $167,307-68.0% | $143,757-62.7% | $134,475-60.1% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -21.65% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $392 | $5,619-93.0% | $4,951-92.1% | $4,740-91.7% |
| Participant deferral / active EE | $2,996 | $6,446-53.5% | $5,637-46.9% | $6,400-53.2% |
| Admin fee / account holder | $231 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |