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 | $62,241 | $73,933-15.8% | $96,683-35.6% | $75,163-17.2% |
| Participation rate | 69.0% | 66.4%+2.5pp | 74.3%-5.4pp | 67.2%+1.8pp |
| Annual return | 7.69% | 26.70%-19.0pp | 35.69%-28.0pp | 160.62%-152.9pp |
| Employer contribution / active EE | $388 | $2,928-86.8% | $3,737-89.6% | $2,670-85.5% |
| Participant deferral / active EE | $2,118 | $3,659-42.1% | $4,878-56.6% | $4,125-48.6% |
| Admin fee / account holder | $201 | $5,216-96.1% | $6,730-97.0% | $5,651-96.4% |