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 | $24,077 | $107,334-77.6% | $92,893-74.1% | $152,861-84.2% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 4.59% | 145.58%-141.0pp | 109.41%-104.8pp | 345.32%-340.7pp |
| Employer contribution / active EE | $474 | $4,221-88.8% | $3,653-87.0% | $4,762-90.0% |
| Participant deferral / active EE | $1,940 | $4,845-60.0% | $4,236-54.2% | $5,850-66.8% |
| Admin fee / account holder | $231 | $7,079-96.7% | $5,794-96.0% | $11,596-98.0% |