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 | $10,962 | $67,331-83.7% | $60,874-82.0% | $134,475-91.8% |
| Participation rate | 18.8% | 76.2%-57.4pp | 73.1%-54.4pp | 81.2%-62.5pp |
| Annual return | -27.22% | 49.93%-77.2pp | 16.90%-44.1pp | 417.96%-445.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,894 | $4,538-58.3% | $3,817-50.4% | $6,400-70.4% |
| Admin fee / account holder | $73 | $4,582-98.4% | $3,224-97.8% | $11,426-99.4% |