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 | $170,798 | $96,635+76.7% | $86,612+97.2% | $139,434+22.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.74% | 106.41%-95.7pp | 591.07%-580.3pp | 372.94%-362.2pp |
| Employer contribution / active EE | $158 | $3,263-95.2% | $3,022-94.8% | $4,751-96.7% |
| Participant deferral / active EE | $2,250 | $4,836-53.5% | $4,438-49.3% | $6,710-66.5% |
| Admin fee / account holder | $256 | $6,408-96.0% | $5,614-95.4% | $11,403-97.8% |