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 4-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 | $52,219 | $167,307-68.8% | $143,757-63.7% | $134,475-61.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -84.32% | 0.46%-84.8pp | -0.04%-84.3pp | 417.96%-502.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $23,625 | $6,446+266.5% | $5,637+319.1% | $6,400+269.2% |
| Admin fee / account holder | $130 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |