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 | $32,714 | $135,952-75.9% | $123,892-73.6% | $273,961-88.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -0.52% | 56.63%-57.1pp | 47.52%-48.0pp | 41.45%-42.0pp |
| Employer contribution / active EE | $270 | $5,170-94.8% | $4,617-94.2% | $4,869-94.5% |
| Participant deferral / active EE | $6,750 | $6,343+6.4% | $5,984+12.8% | $5,287+27.7% |
| Admin fee / account holder | $101 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |