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 | $64,370 | $87,841-26.7% | $133,980-52.0% | $62,891+2.4% |
| Participation rate | 53.8% | 83.4%-29.5pp | 87.1%-33.2pp | 69.3%-15.5pp |
| Annual return | 5.40% | 12.05%-6.7pp | 29.30%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $384 | $3,483-89.0% | $5,211-92.6% | $2,281-83.2% |
| Participant deferral / active EE | $4,936 | $4,812+2.6% | $6,282-21.4% | $3,203+54.1% |
| Admin fee / account holder | $126 | $5,371-97.7% | $9,324-98.7% | $4,296-97.1% |