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 7-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 | $88,013 | $167,307-47.4% | $143,757-38.8% | $134,475-34.6% |
| Participation rate | 35.0% | 84.8%-49.8pp | 80.3%-45.3pp | 81.2%-46.2pp |
| Annual return | -22.87% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,016 | $5,619-81.9% | $4,951-79.5% | $4,740-78.6% |
| Participant deferral / active EE | $6,401 | $6,446-0.7% | $5,637+13.5% | $6,4000% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |