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 | $22,434 | $135,952-83.5% | $123,892-81.9% | $273,961-91.8% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | -0.25% | 56.63%-56.9pp | 47.52%-47.8pp | 41.45%-41.7pp |
| Employer contribution / active EE | $642 | $5,170-87.6% | $4,617-86.1% | $4,869-86.8% |
| Participant deferral / active EE | $2,857 | $6,343-55.0% | $5,984-52.3% | $5,287-46.0% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |