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 | $16,521 | $69,518-76.2% | $59,878-72.4% | $135,375-87.8% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.7%-22.1pp | 82.6%-30.0pp |
| Annual return | -9.92% | 7.94%-17.9pp | 3.46%-13.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,396 | $4,206-43.0% | $3,402-29.6% | $5,609-57.3% |
| Admin fee / account holder | $5 | $5,734-99.9% | $3,590-99.9% | $10,827-100.0% |