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 6-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 | $119,163 | $70,475+69.1% | $100,516+18.6% | $79,858+49.2% |
| Participation rate | 69.2% | 73.7%-4.4pp | 79.4%-10.2pp | 69.6%-0.4pp |
| Annual return | 11.79% | 21.90%-10.1pp | 30.89%-19.1pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,129 | $5,181-20.3% | $6,270-34.1% | $3,740+10.4% |
| Admin fee / account holder | $44 | $4,478-99.0% | $8,081-99.5% | $5,306-99.2% |