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 | $103,583 | $76,552+35.3% | $123,892-16.4% | $62,891+64.7% |
| Participation rate | 43.3% | 73.0%-29.6pp | 81.4%-38.1pp | 69.3%-26.0pp |
| Annual return | 5.69% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $424 | $2,883-85.3% | $4,617-90.8% | $2,281-81.4% |
| Participant deferral / active EE | $2,081 | $4,840-57.0% | $5,984-65.2% | $3,203-35.0% |
| Admin fee / account holder | $108 | $4,826-97.8% | $8,357-98.7% | $4,296-97.5% |