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 | $24,213 | $75,935-68.1% | $60,547-60.0% | $125,391-80.7% |
| Participation rate | 15.0% | 76.5%-61.5pp | 68.0%-53.0pp | 83.2%-68.2pp |
| Annual return | -4.09% | -5.38%+1.3pp | 335.64%-339.7pp | 282.22%-286.3pp |
| Employer contribution / active EE | $357 | $3,438-89.6% | $2,419-85.2% | $4,866-92.7% |
| Participant deferral / active EE | $2,195 | $4,506-51.3% | $3,328-34.0% | $5,352-59.0% |
| Admin fee / account holder | $146 | $6,768-97.9% | $4,536-96.8% | $9,540-98.5% |