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 | $73,872 | $60,349+22.4% | $74,183-0.4% | $62,891+17.5% |
| Participation rate | 58.1% | 72.7%-14.6pp | 76.6%-18.5pp | 69.3%-11.2pp |
| Annual return | 4.67% | 21.37%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $295 | $1,680-82.4% | $2,370-87.5% | $2,281-87.0% |
| Participant deferral / active EE | $1,539 | $2,856-46.1% | $3,550-56.6% | $3,203-51.9% |
| Admin fee / account holder | $239 | $4,261-94.4% | $5,586-95.7% | $4,296-94.4% |