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 7-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 | $33,795 | $105,998-68.1% | $92,233-63.4% | $147,584-77.1% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 6.87% | 50.05%-43.2pp | 176.28%-169.4pp | 578.55%-571.7pp |
| Employer contribution / active EE | $613 | $4,333-85.8% | $3,679-83.3% | $4,876-87.4% |
| Participant deferral / active EE | $2,730 | $4,478-39.0% | $3,897-29.9% | $5,439-49.8% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |