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 5-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 | $14,686 | $54,350-73.0% | $82,719-82.2% | $68,494-78.6% |
| Participation rate | 53.8% | 63.9%-10.1pp | 72.6%-18.7pp | 67.9%-14.0pp |
| Annual return | -27.49% | -13.67%-13.8pp | 701.18%-728.7pp | -7.84%-19.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,513 | $3,246+100.6% | $4,395+48.2% | $4,027+61.7% |
| Admin fee / account holder | $155 | $4,395-96.5% | $5,329-97.1% | $5,403-97.1% |