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 | $224,857 | $109,881+104.6% | $150,045+49.9% | $84,808+165.1% |
| Participation rate | 32.0% | 76.1%-44.1pp | 82.3%-50.3pp | 68.3%-36.3pp |
| Annual return | 9.15% | 28.25%-19.1pp | 62.55%-53.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $506 | $3,561-85.8% | $4,693-89.2% | $2,631-80.8% |
| Participant deferral / active EE | $7,320 | $6,636+10.3% | $7,997-8.5% | $4,212+73.8% |
| Admin fee / account holder | $196 | $8,568-97.7% | $13,435-98.5% | $7,344-97.3% |