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 | $15,910 | $39,122-59.3% | $57,179-72.2% | $62,891-74.7% |
| Participation rate | 36.0% | 70.5%-34.5pp | 75.3%-39.3pp | 69.3%-33.3pp |
| Annual return | 0.00% | 9.23%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,675 | $2,374-29.4% | $3,096-45.9% | $3,203-47.7% |
| Admin fee / account holder | $142 | $2,592-94.5% | $3,139-95.5% | $4,296-96.7% |