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 | $18,159 | $97,744-81.4% | $103,476-82.5% | $145,922-87.6% |
| Participation rate | 35.7% | 81.1%-45.4pp | 80.5%-44.8pp | 80.3%-44.6pp |
| Annual return | 6.00% | 25.41%-19.4pp | 23.90%-17.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,857 | $6,603-71.9% | $6,623-72.0% | $6,688-72.2% |
| Admin fee / account holder | $134 | $12,515-98.9% | $9,413-98.6% | $13,397-99.0% |