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 | $15,706 | $90,519-82.6% | $93,789-83.3% | $134,475-88.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 81.0%-41.0pp | 81.2%-41.2pp |
| Annual return | -23.33% | -15.72%-7.6pp | -11.33%-12.0pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,167 | $4,343-73.1% | $4,323-73.0% | $4,740-75.4% |
| Participant deferral / active EE | $7,300 | $5,978+22.1% | $6,094+19.8% | $6,400+14.1% |
| Admin fee / account holder | $74 | $9,252-99.2% | $7,195-99.0% | $11,426-99.3% |