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 6-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 | $17,588 | $82,286-78.6% | $68,791-74.4% | $134,475-86.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.0%-44.0pp | 81.2%-56.2pp |
| Annual return | -26.02% | -2.19%-23.8pp | -6.38%-19.6pp | 417.96%-444.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,473 | $4,739-68.9% | $3,941-62.6% | $6,400-77.0% |
| Admin fee / account holder | $226 | $6,481-96.5% | $4,932-95.4% | $11,426-98.0% |