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 9-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 | $50,117 | $71,057-29.5% | $93,654-46.5% | $80,874-38.0% |
| Participation rate | 25.0% | 60.4%-35.4pp | 68.7%-43.7pp | 67.6%-42.6pp |
| Annual return | 9.83% | 11.26%-1.4pp | 133.34%-123.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $281 | $1,564-82.0% | $2,421-88.4% | $2,756-89.8% |
| Participant deferral / active EE | $1,552 | $4,034-61.5% | $4,413-64.8% | $4,297-63.9% |
| Admin fee / account holder | $245 | $6,944-96.5% | $8,282-97.0% | $6,935-96.5% |