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 | $26,829 | $88,672-69.7% | $105,223-74.5% | $82,448-67.5% |
| Participation rate | 60.6% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.5pp |
| Annual return | 6.56% | 30.86%-24.3pp | 180.65%-174.1pp | 41.64%-35.1pp |
| Employer contribution / active EE | $756 | $3,048-75.2% | $3,689-79.5% | $2,551-70.4% |
| Participant deferral / active EE | $2,153 | $4,036-46.7% | $5,072-57.6% | $4,139-48.0% |
| Admin fee / account holder | $73 | $7,146-99.0% | $8,859-99.2% | $7,234-99.0% |