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 | $122,404 | $107,334+14.0% | $92,893+31.8% | $152,861-19.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 6.44% | 145.58%-139.1pp | 109.41%-103.0pp | 345.32%-338.9pp |
| Employer contribution / active EE | $395 | $4,221-90.6% | $3,653-89.2% | $4,762-91.7% |
| Participant deferral / active EE | $5,600 | $4,845+15.6% | $4,236+32.2% | $5,850-4.3% |
| Admin fee / account holder | -$126 | $7,079-101.8% | $5,794-102.2% | $11,596-101.1% |