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 | $66,682 | $198,466-66.4% | $170,442-60.9% | $147,584-54.8% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 0.13% | 257.29%-257.2pp | 205.93%-205.8pp | 578.55%-578.4pp |
| Employer contribution / active EE | $460 | $6,184-92.6% | $5,433-91.5% | $4,876-90.6% |
| Participant deferral / active EE | $2,780 | $5,629-50.6% | $4,939-43.7% | $5,439-48.9% |
| Admin fee / account holder | $174 | $16,852-99.0% | $13,880-98.7% | $10,885-98.4% |