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 | $81,545 | $61,660+32.2% | $80,019+1.9% | $64,186+27.0% |
| Participation rate | 66.0% | 71.7%-5.7pp | 75.8%-9.9pp | 69.6%-3.6pp |
| Annual return | -9.28% | -0.33%-9.0pp | 11.22%-20.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $294 | $1,810-83.8% | $2,468-88.1% | $2,381-87.7% |
| Participant deferral / active EE | $2,937 | $2,968-1.0% | $3,686-20.3% | $3,470-15.3% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |