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 | $147,600 | $88,707+66.4% | $74,183+99.0% | $273,961-46.1% |
| Participation rate | 69.6% | 79.4%-9.9pp | 76.6%-7.1pp | 83.0%-13.5pp |
| Annual return | -2.20% | 11.94%-14.1pp | 17.74%-19.9pp | 41.45%-43.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,588 | $4,212-62.3% | $3,550-55.3% | $5,287-70.0% |
| Admin fee / account holder | $102 | $8,717-98.8% | $5,586-98.2% | $10,132-99.0% |