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 | $85,884 | $72,071+19.2% | $68,368+25.6% | $137,256-37.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 9.71% | 353.14%-343.4pp | 292.57%-282.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $283 | $2,788-89.8% | $2,649-89.3% | $4,156-93.2% |
| Participant deferral / active EE | $1,132 | $4,410-74.3% | $4,123-72.5% | $6,407-82.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |