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 | $32,533 | $138,065-76.4% | $123,544-73.7% | $135,375-76.0% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -26.03% | 153.68%-179.7pp | 119.20%-145.2pp | 519.73%-545.8pp |
| Employer contribution / active EE | $90 | $5,151-98.3% | $4,628-98.1% | $4,779-98.1% |
| Participant deferral / active EE | $10,495 | $6,799+54.4% | $6,426+63.3% | $5,609+87.1% |
| Admin fee / account holder | $136 | $10,916-98.8% | $9,284-98.5% | $10,827-98.7% |