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 9-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 | $28,705 | $138,065-79.2% | $123,544-76.8% | $135,375-78.8% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -10.66% | 153.68%-164.3pp | 119.20%-129.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $103 | $5,151-98.0% | $4,628-97.8% | $4,779-97.8% |
| Participant deferral / active EE | $7,155 | $6,799+5.2% | $6,426+11.4% | $5,609+27.6% |
| Admin fee / account holder | $295 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |