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 | $31,055 | $138,044-77.5% | $125,339-75.2% | $134,475-76.9% |
| Participation rate | 29.2% | 84.5%-55.3pp | 82.4%-53.2pp | 81.2%-52.1pp |
| Annual return | -22.27% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $583 | $5,243-88.9% | $4,814-87.9% | $4,740-87.7% |
| Participant deferral / active EE | $3,030 | $7,799-61.2% | $7,446-59.3% | $6,400-52.7% |
| Admin fee / account holder | $52 | $11,571-99.6% | $10,010-99.5% | $11,426-99.5% |