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 10-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 | $40,904 | $48,265-15.3% | $68,791-40.5% | $68,494-40.3% |
| Participation rate | 28.3% | 60.7%-32.4pp | 69.0%-40.7pp | 67.9%-39.6pp |
| Annual return | -21.79% | -12.71%-9.1pp | -6.38%-15.4pp | -7.84%-13.9pp |
| Employer contribution / active EE | $25 | $1,829-98.6% | $2,655-99.0% | $2,596-99.0% |
| Participant deferral / active EE | $1,253 | $2,867-56.3% | $3,941-68.2% | $4,027-68.9% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |