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 | $182,388 | $102,966+77.1% | $90,281+102.0% | $152,861+19.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 8.90% | 95.16%-86.3pp | 78.10%-69.2pp | 345.32%-336.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,025 | $4,281-52.7% | $3,885-47.9% | $5,850-65.4% |
| Admin fee / account holder | $175 | $6,171-97.2% | $5,351-96.7% | $11,596-98.5% |