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 | $27,794 | $42,894-35.2% | $60,874-54.3% | $68,494-59.4% |
| Participation rate | 53.8% | 66.8%-12.9pp | 73.1%-19.3pp | 67.9%-14.0pp |
| Annual return | -77.25% | -13.98%-63.3pp | 16.90%-94.1pp | -7.84%-69.4pp |
| Employer contribution / active EE | $252 | $1,978-87.2% | $2,701-90.7% | $2,596-90.3% |
| Participant deferral / active EE | $1,878 | $2,867-34.5% | $3,817-50.8% | $4,027-53.4% |
| Admin fee / account holder | $221 | $3,101-92.9% | $3,224-93.2% | $5,403-95.9% |