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 | $15,002 | $76,407-80.4% | $150,298-90.0% | $82,448-81.8% |
| Participation rate | 28.6% | 66.4%-37.8pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 10.77% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,339 | $3,214-58.3% | $5,453-75.4% | $4,139-67.6% |
| Admin fee / account holder | $105 | $6,352-98.3% | $14,116-99.3% | $7,234-98.5% |