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 | $71,227 | $72,012-1.1% | $185,823-61.7% | $79,858-10.8% |
| Participation rate | 12.5% | 65.8%-53.3pp | 78.0%-65.5pp | 69.6%-57.1pp |
| Annual return | 6.99% | 23.12%-16.1pp | 35.95%-29.0pp | 31.71%-24.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,665 | $3,779-55.9% | $5,632-70.4% | $3,740-55.5% |
| Admin fee / account holder | $297 | $4,513-93.4% | $9,500-96.9% | $5,306-94.4% |