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 7-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 | $28,411 | $95,862-70.4% | $79,550-64.3% | $134,475-78.9% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -35.35% | -2.69%-32.7pp | 0.16%-35.5pp | 417.96%-453.3pp |
| Employer contribution / active EE | $356 | $3,128-88.6% | $2,413-85.3% | $4,740-92.5% |
| Participant deferral / active EE | $2,699 | $4,693-42.5% | $3,985-32.3% | $6,400-57.8% |
| Admin fee / account holder | $265 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |