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 5-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 | $35,345 | $167,484-78.9% | $151,611-76.7% | $134,475-73.7% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -24.00% | 7.80%-31.8pp | 3.33%-27.3pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,235 | $6,829-81.9% | $6,166-80.0% | $4,740-73.9% |
| Participant deferral / active EE | $6,292 | $8,986-30.0% | $8,363-24.8% | $6,400-1.7% |
| Admin fee / account holder | $96 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |