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 5-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 | $172,559 | $111,754+54.4% | $103,333+67.0% | $145,922+18.3% |
| Participation rate | 13.3% | 77.9%-64.6pp | 74.5%-61.2pp | 80.3%-66.9pp |
| Annual return | 8.43% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $851 | $4,212-79.8% | $3,868-78.0% | $4,660-81.7% |
| Participant deferral / active EE | $3,400 | $5,619-39.5% | $5,057-32.8% | $6,688-49.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |