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 | $103,368 | $171,865-39.9% | $149,718-31.0% | $147,584-30.0% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 3.21% | 2113.22%-2110.0pp | 1501.63%-1498.4pp | 578.55%-575.3pp |
| Employer contribution / active EE | $1,277 | $6,275-79.7% | $5,445-76.6% | $4,876-73.8% |
| Participant deferral / active EE | $5,757 | $7,271-20.8% | $6,569-12.4% | $5,439+5.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |