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 | $78,171 | $102,604-23.8% | $86,188-9.3% | $139,434-43.9% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 0.04% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $204 | $3,032-93.3% | $2,380-91.4% | $4,751-95.7% |
| Participant deferral / active EE | $2,833 | $4,676-39.4% | $3,985-28.9% | $6,710-57.8% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |