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 | $41,147 | $82,286-50.0% | $68,791-40.2% | $134,475-69.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -25.37% | -2.19%-23.2pp | -6.38%-19.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $360 | $3,301-89.1% | $2,655-86.4% | $4,740-92.4% |
| Participant deferral / active EE | $6,592 | $4,739+39.1% | $3,941+67.3% | $6,400+3.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |