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 10-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 | $69,630 | $45,863+51.8% | $77,024-9.6% | $68,494+1.7% |
| Participation rate | 51.5% | 55.9%-4.4pp | 67.9%-16.4pp | 67.9%-16.4pp |
| Annual return | -20.81% | 1.72%-22.5pp | 42.32%-63.1pp | -7.84%-13.0pp |
| Employer contribution / active EE | $47 | $1,650-97.2% | $2,812-98.3% | $2,596-98.2% |
| Participant deferral / active EE | $2,494 | $2,962-15.8% | $4,426-43.7% | $4,027-38.1% |
| Admin fee / account holder | $86 | $3,041-97.2% | $5,425-98.4% | $5,403-98.4% |