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 | $146,801 | $167,307-12.3% | $143,757+2.1% | $134,475+9.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -20.64% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $280 | $5,619-95.0% | $4,951-94.3% | $4,740-94.1% |
| Participant deferral / active EE | $5,125 | $6,446-20.5% | $5,637-9.1% | $6,400-19.9% |
| Admin fee / account holder | $120 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |