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 | $162,824 | $176,056-7.5% | $159,436+2.1% | $167,490-2.8% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.2pp |
| Annual return | 0.41% | 331.75%-331.3pp | 263.57%-263.2pp | 478.56%-478.2pp |
| Employer contribution / active EE | $471 | $5,297-91.1% | $4,829-90.2% | $4,837-90.3% |
| Participant deferral / active EE | $5,447 | $7,750-29.7% | $7,352-25.9% | $6,341-14.1% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |