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 | $54,818 | $77,419-29.2% | $69,455-21.1% | $152,861-64.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.6%-12.1pp | 82.4%-19.9pp |
| Annual return | 4.48% | 39.06%-34.6pp | 28.97%-24.5pp | 345.32%-340.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,900 | $4,414-11.6% | $3,535+10.3% | $5,850-33.3% |
| Admin fee / account holder | $19 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |