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 | $57,816 | $78,705-26.5% | $117,854-50.9% | $70,131-17.6% |
| Participation rate | 32.0% | 73.2%-41.2pp | 79.7%-47.7pp | 69.5%-37.5pp |
| Annual return | 10.34% | 23.30%-13.0pp | 335.08%-324.7pp | 73.14%-62.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,186 | $3,297-33.7% | $4,482-51.2% | $3,332-34.4% |
| Admin fee / account holder | $223 | $5,065-95.6% | $8,020-97.2% | $4,645-95.2% |