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 10-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 | $40,618 | $48,076-15.5% | $78,689-48.4% | $62,891-35.4% |
| Participation rate | 37.1% | 65.2%-28.1pp | 73.6%-36.4pp | 69.3%-32.2pp |
| Annual return | -3.61% | 31.35%-35.0pp | 62.18%-65.8pp | 20.14%-23.8pp |
| Employer contribution / active EE | $129 | $2,015-93.6% | $2,851-95.5% | $2,281-94.4% |
| Participant deferral / active EE | $1,107 | $2,588-57.2% | $3,517-68.5% | $3,203-65.4% |
| Admin fee / account holder | $296 | $3,207-90.8% | $4,510-93.4% | $4,296-93.1% |