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 | $47,013 | $72,492-35.1% | $87,100-46.0% | $72,985-35.6% |
| Participation rate | 65.6% | 72.8%-7.2pp | 76.9%-11.2pp | 69.5%-3.9pp |
| Annual return | 11.81% | 24.46%-12.6pp | 28.19%-16.4pp | 81.00%-69.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,052 | $3,270-37.2% | $4,049-49.3% | $3,607-43.1% |
| Admin fee / account holder | $147 | $5,055-97.1% | $7,497-98.0% | $5,124-97.1% |