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 | $15,430 | $54,350-71.6% | $82,719-81.3% | $68,494-77.5% |
| Participation rate | 33.3% | 63.9%-30.6pp | 72.6%-39.2pp | 67.9%-34.6pp |
| Annual return | -23.64% | -13.67%-10.0pp | 701.18%-724.8pp | -7.84%-15.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,187 | $3,246-32.6% | $4,395-50.2% | $4,027-45.7% |
| Admin fee / account holder | $234 | $4,395-94.7% | $5,329-95.6% | $5,403-95.7% |