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 | $96,027 | $98,750-2.8% | $149,696-35.9% | $79,858+20.2% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.5%-24.7pp | 69.6%-11.8pp |
| Annual return | 9.88% | 27.43%-17.5pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,050 | $5,680-46.3% | $6,842-55.4% | $3,740-18.5% |
| Admin fee / account holder | $293 | $6,053-95.2% | $9,309-96.9% | $5,306-94.5% |