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 9-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 | $38,628 | $135,952-71.6% | $123,892-68.8% | $273,961-85.9% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 0.55% | 56.63%-56.1pp | 47.52%-47.0pp | 41.45%-40.9pp |
| Employer contribution / active EE | $332 | $5,170-93.6% | $4,617-92.8% | $4,869-93.2% |
| Participant deferral / active EE | $3,600 | $6,343-43.2% | $5,984-39.8% | $5,287-31.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |