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 8-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.
Participant 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 | $39,303 | $127,065-69.1% | $113,168-65.3% | $142,382-72.4% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 6.77% | 24.03%-17.3pp | 24.27%-17.5pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,204 | $3,442-65.0% | $2,975-59.5% | $4,299-72.0% |
| Participant deferral / active EE | $1,579 | $5,716-72.4% | $5,107-69.1% | $6,507-75.7% |
| Admin fee / account holder | $3 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |