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 | $37,483 | $81,208-53.8% | $98,907-62.1% | $79,858-53.1% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 5.28% | 60.99%-55.7pp | 196.43%-191.1pp | 31.71%-26.4pp |
| Employer contribution / active EE | $192 | $1,960-90.2% | $2,689-92.9% | $2,471-92.2% |
| Participant deferral / active EE | $3,069 | $3,265-6.0% | $4,244-27.7% | $3,740-17.9% |
| Admin fee / account holder | $155 | $6,013-97.4% | $6,642-97.7% | $5,306-97.1% |