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 | $32,599 | $138,044-76.4% | $125,339-74.0% | $134,475-75.8% |
| Participation rate | 29.4% | 84.5%-55.1pp | 82.4%-53.0pp | 81.2%-51.8pp |
| Annual return | -25.48% | 750.33%-775.8pp | 572.05%-597.5pp | 417.96%-443.4pp |
| Employer contribution / active EE | $363 | $5,243-93.1% | $4,814-92.5% | $4,740-92.3% |
| Participant deferral / active EE | $3,510 | $7,799-55.0% | $7,446-52.9% | $6,400-45.2% |
| Admin fee / account holder | $212 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |