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 | $21,871 | $190,805-88.5% | $159,960-86.3% | $134,475-83.7% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -29.54% | 552.23%-581.8pp | 408.60%-438.1pp | 417.96%-447.5pp |
| Employer contribution / active EE | $480 | $4,995-90.4% | $4,226-88.6% | $4,740-89.9% |
| Participant deferral / active EE | $6,921 | $6,9230% | $6,182+11.9% | $6,400+8.1% |
| Admin fee / account holder | $50 | $10,471-99.5% | $8,698-99.4% | $11,426-99.6% |