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 | $30,341 | $81,900-63.0% | $119,609-74.6% | $68,494-55.7% |
| Participation rate | 30.0% | 71.9%-41.9pp | 79.3%-49.3pp | 67.9%-37.9pp |
| Annual return | -18.89% | -23.82%+4.9pp | -14.97%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $614 | $2,693-77.2% | $4,232-85.5% | $2,596-76.3% |
| Participant deferral / active EE | $2,050 | $4,148-50.6% | $5,602-63.4% | $4,027-49.1% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |