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 6-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 | $28,511 | $138,044-79.3% | $125,339-77.3% | $134,475-78.8% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -42.93% | 750.33%-793.3pp | 572.05%-615.0pp | 417.96%-460.9pp |
| Employer contribution / active EE | $69 | $5,243-98.7% | $4,814-98.6% | $4,740-98.6% |
| Participant deferral / active EE | $3,857 | $7,799-50.5% | $7,446-48.2% | $6,400-39.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |