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 4-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 | $72,881 | $62,672+16.3% | $185,117-60.6% | $70,131+3.9% |
| Participation rate | 48.5% | 63.8%-15.3pp | 77.3%-28.8pp | 69.5%-21.1pp |
| Annual return | 10.75% | 40.79%-30.0pp | 40.50%-29.7pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,758 | $3,272+45.4% | $5,045-5.7% | $3,332+42.8% |
| Admin fee / account holder | $141 | $3,932-96.4% | $8,159-98.3% | $4,645-97.0% |