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 | $70,732 | $91,037-22.3% | $71,671-1.3% | $147,584-52.1% |
| Participation rate | 63.6% | 76.1%-12.5pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 8.95% | 20.48%-11.5pp | 20.65%-11.7pp | 578.55%-569.6pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,269 | $4,498-71.8% | $3,438-63.1% | $5,439-76.7% |
| Admin fee / account holder | $143 | $8,613-98.3% | $5,558-97.4% | $10,885-98.7% |