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 | $54,534 | $51,708+5.5% | $106,619-48.9% | $62,891-13.3% |
| Participation rate | 41.5% | 66.9%-25.4pp | 78.0%-36.5pp | 69.3%-27.8pp |
| Annual return | 3.19% | 4.69%-1.5pp | 9.42%-6.2pp | 20.14%-17.0pp |
| Employer contribution / active EE | $166 | $1,764-90.6% | $3,947-95.8% | $2,281-92.7% |
| Participant deferral / active EE | $1,123 | $2,315-51.5% | $3,930-71.4% | $3,203-64.9% |
| Admin fee / account holder | $170 | $3,349-94.9% | $6,418-97.4% | $4,296-96.1% |