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 | $47,384 | $68,547-30.9% | $120,354-60.6% | $80,856-41.4% |
| Participation rate | 69.0% | 61.6%+7.4pp | 71.9%-2.9pp | 67.6%+1.3pp |
| Annual return | 10.18% | 23.60%-13.4pp | 107.15%-97.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $379 | $2,051-81.5% | $3,463-89.0% | $2,755-86.2% |
| Participant deferral / active EE | $2,922 | $3,173-7.9% | $4,991-41.5% | $4,296-32.0% |
| Admin fee / account holder | $149 | $5,732-97.4% | $9,423-98.4% | $6,918-97.8% |