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 | $135,391 | $70,428+92.2% | $96,562+40.2% | $85,850+57.7% |
| Participation rate | 58.5% | 61.8%-3.3pp | 69.8%-11.3pp | 69.3%-10.8pp |
| Annual return | 9.83% | 18.59%-8.8pp | 37.78%-28.0pp | 318.53%-308.7pp |
| Employer contribution / active EE | $181 | $1,413-87.2% | $2,356-92.3% | $2,565-93.0% |
| Participant deferral / active EE | $3,263 | $2,894+12.8% | $3,849-15.2% | $3,952-17.4% |
| Admin fee / account holder | $283 | $4,997-94.3% | $6,181-95.4% | $6,260-95.5% |