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 9-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 | $33,935 | $138,065-75.4% | $123,544-72.5% | $135,375-74.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -18.94% | 153.68%-172.6pp | 119.20%-138.1pp | 519.73%-538.7pp |
| Employer contribution / active EE | $768 | $5,151-85.1% | $4,628-83.4% | $4,779-83.9% |
| Participant deferral / active EE | $10,600 | $6,799+55.9% | $6,426+65.0% | $5,609+89.0% |
| Admin fee / account holder | $253 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |