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 8-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 | $26,923 | $167,307-83.9% | $143,757-81.3% | $134,475-80.0% |
| Participation rate | 23.1% | 84.8%-61.7pp | 80.3%-57.2pp | 81.2%-58.1pp |
| Annual return | -22.16% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $431 | $5,619-92.3% | $4,951-91.3% | $4,740-90.9% |
| Participant deferral / active EE | $2,338 | $6,446-63.7% | $5,637-58.5% | $6,400-63.5% |
| Admin fee / account holder | $32 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |