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 | $59,595 | $98,240-39.3% | $82,313-27.6% | $147,584-59.6% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 6.17% | 30.85%-24.7pp | 25.88%-19.7pp | 578.55%-572.4pp |
| Employer contribution / active EE | $431 | $3,192-86.5% | $2,428-82.2% | $4,876-91.2% |
| Participant deferral / active EE | $1,592 | $4,383-63.7% | $3,706-57.0% | $5,439-70.7% |
| Admin fee / account holder | $296 | $8,563-96.5% | $5,608-94.7% | $10,885-97.3% |