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 | $18,255 | $45,073-59.5% | $69,455-73.7% | $72,985-75.0% |
| Participation rate | 17.6% | 68.5%-50.8pp | 74.6%-57.0pp | 69.5%-51.8pp |
| Annual return | 5.49% | 22.65%-17.2pp | 28.97%-23.5pp | 81.00%-75.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $950 | $2,602-63.5% | $3,535-73.1% | $3,607-73.7% |
| Admin fee / account holder | $81 | $3,056-97.4% | $3,839-97.9% | $5,124-98.4% |