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 | $22,892 | $176,056-87.0% | $159,436-85.6% | $167,490-86.3% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 7.23% | 331.75%-324.5pp | 263.57%-256.3pp | 478.56%-471.3pp |
| Employer contribution / active EE | $813 | $5,297-84.7% | $4,829-83.2% | $4,837-83.2% |
| Participant deferral / active EE | $2,611 | $7,750-66.3% | $7,352-64.5% | $6,341-58.8% |
| Admin fee / account holder | $163 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |