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 5-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 | $21,872 | $88,710-75.3% | $81,783-73.3% | $145,959-85.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 7.57% | 1027.26%-1019.7pp | 775.05%-767.5pp | 561.95%-554.4pp |
| Employer contribution / active EE | $312 | $3,083-89.9% | $2,913-89.3% | $4,661-93.3% |
| Participant deferral / active EE | $2,760 | $4,645-40.6% | $4,320-36.1% | $6,689-58.7% |
| Admin fee / account holder | $151 | $8,407-98.2% | $7,380-98.0% | $13,398-98.9% |