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 | $56,648 | $85,202-33.5% | $172,739-67.2% | $72,985-22.4% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 10.36% | 27.32%-17.0pp | 802.84%-792.5pp | 81.00%-70.6pp |
| Employer contribution / active EE | $259 | $3,324-92.2% | $5,143-95.0% | $2,440-89.4% |
| Participant deferral / active EE | $2,379 | $3,260-27.0% | $5,198-54.2% | $3,607-34.1% |
| Admin fee / account holder | $158 | $5,884-97.3% | $13,954-98.9% | $5,124-96.9% |