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 | $64,905 | $117,859-44.9% | $102,438-36.6% | $145,959-55.5% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 7.23% | 31.72%-24.5pp | 29.37%-22.1pp | 561.95%-554.7pp |
| Employer contribution / active EE | $232 | $3,615-93.6% | $3,024-92.3% | $4,661-95.0% |
| Participant deferral / active EE | $2,010 | $5,732-64.9% | $5,054-60.2% | $6,689-69.9% |
| Admin fee / account holder | $210 | $13,318-98.4% | $9,448-97.8% | $13,398-98.4% |