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 | $106,640 | $107,334-0.6% | $92,893+14.8% | $152,861-30.2% |
| Participation rate | 10.0% | 79.8%-69.8pp | 76.0%-66.0pp | 82.4%-72.4pp |
| Annual return | 10.50% | 145.58%-135.1pp | 109.41%-98.9pp | 345.32%-334.8pp |
| Employer contribution / active EE | $470 | $4,221-88.9% | $3,653-87.1% | $4,762-90.1% |
| Participant deferral / active EE | $2,103 | $4,845-56.6% | $4,236-50.3% | $5,850-64.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |