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 | $22,344 | $69,518-67.9% | $59,878-62.7% | $135,375-83.5% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.7%-54.7pp | 82.6%-62.6pp |
| Annual return | -11.17% | 7.94%-19.1pp | 3.46%-14.6pp | 519.73%-530.9pp |
| Employer contribution / active EE | $209 | $3,235-93.5% | $2,722-92.3% | $4,779-95.6% |
| Participant deferral / active EE | $1,391 | $4,206-66.9% | $3,402-59.1% | $5,609-75.2% |
| Admin fee / account holder | $69 | $5,734-98.8% | $3,590-98.1% | $10,827-99.4% |