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 | $86,245 | $114,381-24.6% | $107,525-19.8% | $142,382-39.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 11.24% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $448 | $4,015-88.9% | $3,754-88.1% | $4,299-89.6% |
| Participant deferral / active EE | $2,665 | $5,564-52.1% | $5,116-47.9% | $6,507-59.0% |
| Admin fee / account holder | $259 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |