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 | $47,505 | $202,318-76.5% | $172,739-72.5% | $152,861-68.9% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.4%-13.7pp |
| Annual return | 6.00% | 1029.65%-1023.7pp | 802.84%-796.8pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,081 | $5,856-81.5% | $5,143-79.0% | $4,762-77.3% |
| Participant deferral / active EE | $3,743 | $5,948-37.1% | $5,198-28.0% | $5,850-36.0% |
| Admin fee / account holder | $182 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |