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 | $99,956 | $86,922+15.0% | $102,438-2.4% | $80,874+23.6% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.2pp | 67.6%-11.4pp |
| Annual return | 8.00% | 18.90%-10.9pp | 29.37%-21.4pp | 35.62%-27.6pp |
| Employer contribution / active EE | $393 | $2,369-83.4% | $3,024-87.0% | $2,756-85.7% |
| Participant deferral / active EE | $1,861 | $4,119-54.8% | $5,054-63.2% | $4,297-56.7% |
| Admin fee / account holder | $20 | $8,050-99.8% | $9,448-99.8% | $6,935-99.7% |