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 | $28,551 | $138,065-79.3% | $123,544-76.9% | $135,375-78.9% |
| Participation rate | 14.3% | 84.7%-70.4pp | 82.3%-68.0pp | 82.6%-68.4pp |
| Annual return | -23.62% | 153.68%-177.3pp | 119.20%-142.8pp | 519.73%-543.4pp |
| Employer contribution / active EE | $286 | $5,151-94.5% | $4,628-93.8% | $4,779-94.0% |
| Participant deferral / active EE | $2,786 | $6,799-59.0% | $6,426-56.6% | $5,609-50.3% |
| Admin fee / account holder | $210 | $10,916-98.1% | $9,284-97.7% | $10,827-98.1% |