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 | $47,293 | $105,126-55.0% | $94,646-50.0% | $139,434-66.1% |
| Participation rate | 23.1% | 82.4%-59.3pp | 80.8%-57.8pp | 80.3%-57.2pp |
| Annual return | 11.68% | 38.03%-26.4pp | 156.71%-145.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $371 | $4,106-91.0% | $3,672-89.9% | $4,751-92.2% |
| Participant deferral / active EE | $2,313 | $7,599-69.6% | $7,418-68.8% | $6,710-65.5% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |