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 | $45,006 | $56,357-20.1% | $104,294-56.8% | $68,494-34.3% |
| Participation rate | 18.8% | 63.3%-44.4pp | 73.3%-54.4pp | 67.9%-49.0pp |
| Annual return | -22.19% | -9.19%-13.0pp | 24.61%-46.8pp | -7.84%-14.3pp |
| Employer contribution / active EE | $501 | $1,960-74.4% | $3,372-85.1% | $2,596-80.7% |
| Participant deferral / active EE | $1,343 | $3,077-56.4% | $4,625-71.0% | $4,027-66.7% |
| Admin fee / account holder | $82 | $4,903-98.3% | $7,339-98.9% | $5,403-98.5% |