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 | $16,951 | $81,248-79.1% | $155,509-89.1% | $80,856-79.0% |
| Participation rate | 68.8% | 66.2%+2.5pp | 78.2%-9.4pp | 67.6%+1.1pp |
| Annual return | 9.03% | 33.31%-24.3pp | 64.67%-55.6pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,346 | $3,452-32.0% | $5,626-58.3% | $4,296-45.4% |
| Admin fee / account holder | $229 | $7,997-97.1% | $15,912-98.6% | $6,918-96.7% |