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 | $126,380 | $42,894+194.6% | $60,874+107.6% | $68,494+84.5% |
| Participation rate | 12.0% | 66.8%-54.8pp | 73.1%-61.1pp | 67.9%-55.9pp |
| Annual return | -19.09% | -13.98%-5.1pp | 16.90%-36.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $196 | $1,978-90.1% | $2,701-92.7% | $2,596-92.4% |
| Participant deferral / active EE | $1,408 | $2,867-50.9% | $3,817-63.1% | $4,027-65.0% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |