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 | $32,481 | $58,879-44.8% | $178,490-81.8% | $73,488-55.8% |
| Participation rate | 52.0% | 66.2%-14.3pp | 81.9%-30.0pp | 70.7%-18.7pp |
| Annual return | -2.42% | 24.86%-27.3pp | 151.07%-153.5pp | 28.51%-30.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $845 | $2,567-67.1% | $5,202-83.8% | $3,740-77.4% |
| Admin fee / account holder | $256 | $400-36.0% | $13,984-98.2% | $513-50.1% |