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 | $94,554 | $88,707+6.6% | $74,183+27.5% | $273,961-65.5% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 1.82% | 11.94%-10.1pp | 17.74%-15.9pp | 41.45%-39.6pp |
| Employer contribution / active EE | $139 | $3,159-95.6% | $2,370-94.2% | $4,869-97.2% |
| Participant deferral / active EE | $1,517 | $4,212-64.0% | $3,550-57.3% | $5,287-71.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |