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 | $17,839 | $105,998-83.2% | $92,233-80.7% | $147,584-87.9% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | -83.51% | 50.05%-133.6pp | 176.28%-259.8pp | 578.55%-662.1pp |
| Employer contribution / active EE | $615 | $4,333-85.8% | $3,679-83.3% | $4,876-87.4% |
| Participant deferral / active EE | $2,642 | $4,478-41.0% | $3,897-32.2% | $5,439-51.4% |
| Admin fee / account holder | $72 | $6,332-98.9% | $5,194-98.6% | $10,885-99.3% |