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 | $40,205 | $45,863-12.3% | $77,024-47.8% | $68,494-41.3% |
| Participation rate | 15.6% | 55.9%-40.3pp | 67.9%-52.3pp | 67.9%-52.3pp |
| Annual return | -22.03% | 1.72%-23.8pp | 42.32%-64.3pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,580 | $2,962-46.7% | $4,426-64.3% | $4,027-60.8% |
| Admin fee / account holder | $26 | $3,041-99.2% | $5,425-99.5% | $5,403-99.5% |