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 | $33,826 | $138,065-75.5% | $123,544-72.6% | $135,375-75.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -41.59% | 153.68%-195.3pp | 119.20%-160.8pp | 519.73%-561.3pp |
| Employer contribution / active EE | $773 | $5,151-85.0% | $4,628-83.3% | $4,779-83.8% |
| Participant deferral / active EE | $8,149 | $6,799+19.9% | $6,426+26.8% | $5,609+45.3% |
| Admin fee / account holder | $161 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |