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 9-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 | $15,933 | $97,757-83.7% | $83,848-81.0% | $135,375-88.2% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | -15.37% | 1287.37%-1302.7pp | 850.88%-866.3pp | 519.73%-535.1pp |
| Employer contribution / active EE | $636 | $4,222-84.9% | $3,631-82.5% | $4,779-86.7% |
| Participant deferral / active EE | $3,678 | $4,682-21.4% | $4,082-9.9% | $5,609-34.4% |
| Admin fee / account holder | $136 | $6,674-98.0% | $5,478-97.5% | $10,827-98.7% |