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 | $29,179 | $47,848-39.0% | $81,478-64.2% | $70,131-58.4% |
| Participation rate | 43.7% | 58.3%-14.6pp | 68.0%-24.3pp | 69.5%-25.9pp |
| Annual return | 8.07% | 27.25%-19.2pp | 38.78%-30.7pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,915 | $2,453+18.8% | $3,537-17.6% | $3,332-12.5% |
| Admin fee / account holder | $238 | $3,145-92.4% | $4,561-94.8% | $4,645-94.9% |