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 9-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 | $47,562 | $150,440-68.4% | $136,294-65.1% | $147,584-67.8% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 5.60% | 1049.08%-1043.5pp | 5155.94%-5150.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $511 | $5,256-90.3% | $4,695-89.1% | $4,876-89.5% |
| Participant deferral / active EE | $4,500 | $6,630-32.1% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $259 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |