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 4-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 | $22,914 | $114,381-80.0% | $107,525-78.7% | $142,382-83.9% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.1%-40.1pp | 80.1%-45.1pp |
| Annual return | -15.19% | 242.71%-257.9pp | 181.32%-196.5pp | 217.08%-232.3pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,799 | $5,564-67.7% | $5,116-64.8% | $6,507-72.3% |
| Admin fee / account holder | $107 | $9,860-98.9% | $8,919-98.8% | $12,624-99.2% |