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 | $193,929 | $111,754+73.5% | $103,333+87.7% | $145,922+32.9% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 5.72% | 24.77%-19.1pp | 24.88%-19.2pp | 561.29%-555.6pp |
| Employer contribution / active EE | $398 | $4,212-90.5% | $3,868-89.7% | $4,660-91.4% |
| Participant deferral / active EE | $2,000 | $5,619-64.4% | $5,057-60.5% | $6,688-70.1% |
| Admin fee / account holder | $292 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |