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 8-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 | $29,732 | $172,111-82.7% | $150,298-80.2% | $137,256-78.3% |
| Participation rate | 63.2% | 81.7%-18.6pp | 77.8%-14.6pp | 80.0%-16.8pp |
| Annual return | 10.97% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $736 | $4,636-84.1% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $1,911 | $6,166-69.0% | $5,453-65.0% | $6,407-70.2% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |