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 | $203,796 | $148,534+37.2% | $135,903+50.0% | $139,434+46.2% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 4.44% | 79.19%-74.8pp | 68.23%-63.8pp | 372.94%-368.5pp |
| Employer contribution / active EE | $792 | $5,243-84.9% | $4,856-83.7% | $4,751-83.3% |
| Participant deferral / active EE | $3,083 | $8,100-61.9% | $7,758-60.3% | $6,710-54.1% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |