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 6-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 | $30,330 | $167,484-81.9% | $151,611-80.0% | $134,475-77.4% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -22.99% | 7.80%-30.8pp | 3.33%-26.3pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,095 | $6,829-84.0% | $6,166-82.2% | $4,740-76.9% |
| Participant deferral / active EE | $6,583 | $8,986-26.7% | $8,363-21.3% | $6,400+2.9% |
| Admin fee / account holder | $202 | $13,783-98.5% | $11,616-98.3% | $11,426-98.2% |