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 | $28,540 | $49,915-42.8% | $154,803-81.6% | $74,304-61.6% |
| Participation rate | 22.4% | 54.0%-31.6pp | 78.1%-55.7pp | 60.3%-38.0pp |
| Annual return | 5.95% | 34.06%-28.1pp | 58.88%-52.9pp | 29.43%-23.5pp |
| Employer contribution / active EE | $193 | $1,611-88.0% | $4,305-95.5% | $2,241-91.4% |
| Participant deferral / active EE | $634 | $2,255-71.9% | $5,540-88.6% | $3,767-83.2% |
| Admin fee / account holder | $164 | $2,189-92.5% | $14,329-98.9% | $2,969-94.5% |