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 3-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 | $29,238 | $129,942-77.5% | $104,294-72.0% | $134,475-78.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -26.70% | 42.03%-68.7pp | 24.61%-51.3pp | 417.96%-444.7pp |
| Employer contribution / active EE | $280 | $4,184-93.3% | $3,372-91.7% | $4,740-94.1% |
| Participant deferral / active EE | $6,447 | $5,588+15.4% | $4,625+39.4% | $6,400+0.7% |
| Admin fee / account holder | $44 | $9,323-99.5% | $7,339-99.4% | $11,426-99.6% |