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 5-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 | $29,793 | $45,863-35.0% | $77,024-61.3% | $68,494-56.5% |
| Participation rate | 7.4% | 55.9%-48.5pp | 67.9%-60.5pp | 67.9%-60.5pp |
| Annual return | -21.73% | 1.72%-23.4pp | 42.32%-64.0pp | -7.84%-13.9pp |
| Employer contribution / active EE | $74 | $1,650-95.5% | $2,812-97.4% | $2,596-97.2% |
| Participant deferral / active EE | $1,157 | $2,962-60.9% | $4,426-73.9% | $4,027-71.3% |
| Admin fee / account holder | $25 | $3,041-99.2% | $5,425-99.5% | $5,403-99.5% |