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 | $59,082 | $79,944-26.1% | $98,439-40.0% | $75,163-21.4% |
| Participation rate | 14.6% | 70.4%-55.7pp | 75.2%-60.5pp | 67.2%-52.6pp |
| Annual return | 9.82% | 19.75%-9.9pp | 21.16%-11.3pp | 160.62%-150.8pp |
| Employer contribution / active EE | $169 | $2,264-92.5% | $3,048-94.5% | $2,670-93.7% |
| Participant deferral / active EE | $3,402 | $3,752-9.3% | $4,738-28.2% | $4,125-17.5% |
| Admin fee / account holder | $18 | $6,840-99.7% | $8,948-99.8% | $5,651-99.7% |