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 | $33,192 | $77,634-57.2% | $156,549-78.8% | $62,891-47.2% |
| Participation rate | 27.8% | 71.2%-43.4pp | 84.0%-56.2pp | 69.3%-41.5pp |
| Annual return | 1.64% | 50.32%-48.7pp | 32.23%-30.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,246 | $3,045-59.1% | $4,871-74.4% | $3,203-61.1% |
| Admin fee / account holder | $167 | $5,561-97.0% | $13,027-98.7% | $4,296-96.1% |