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 | $56,703 | $111,724-49.2% | $93,606-39.4% | $145,922-61.1% |
| Participation rate | 43.5% | 74.2%-30.7pp | 68.7%-25.2pp | 80.3%-36.8pp |
| Annual return | 4.29% | 202.98%-198.7pp | 133.20%-128.9pp | 561.29%-557.0pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,437 | $4,912-70.7% | $4,411-67.4% | $6,688-78.5% |
| Admin fee / account holder | $58 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |