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 | $20,695 | $133,958-84.6% | $112,228-81.6% | $134,475-84.6% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -24.01% | 47.11%-71.1pp | 27.45%-51.5pp | 417.96%-442.0pp |
| Employer contribution / active EE | $362 | $4,038-91.0% | $3,635-90.0% | $4,740-92.4% |
| Participant deferral / active EE | $7,290 | $5,291+37.8% | $4,728+54.2% | $6,400+13.9% |
| Admin fee / account holder | $35 | $7,489-99.5% | $6,410-99.5% | $11,426-99.7% |