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 | $16,613 | $84,233-80.3% | $170,442-90.3% | $70,131-76.3% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 3.30% | 23.06%-19.8pp | 205.93%-202.6pp | 73.14%-69.8pp |
| Employer contribution / active EE | $350 | $3,387-89.7% | $5,433-93.6% | $2,342-85.1% |
| Participant deferral / active EE | $1,344 | $3,086-56.5% | $4,939-72.8% | $3,332-59.7% |
| Admin fee / account holder | $67 | $5,698-98.8% | $13,880-99.5% | $4,645-98.6% |