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 4-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 | $24,954 | $99,877-75.0% | $84,966-70.6% | $145,922-82.9% |
| Participation rate | 11.8% | 74.1%-62.3pp | 67.5%-55.7pp | 80.3%-68.5pp |
| Annual return | 5.91% | 83.76%-77.8pp | 66.38%-60.5pp | 561.29%-555.4pp |
| Employer contribution / active EE | $235 | $3,231-92.7% | $2,727-91.4% | $4,660-95.0% |
| Participant deferral / active EE | $2,221 | $5,291-58.0% | $4,519-50.8% | $6,688-66.8% |
| Admin fee / account holder | $82 | $7,248-98.9% | $6,149-98.7% | $13,397-99.4% |