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 | $188,641 | $165,335+14.1% | $149,696+26.0% | $158,922+18.7% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 0.51% | 348.15%-347.6pp | 276.60%-276.1pp | 302.83%-302.3pp |
| Employer contribution / active EE | $251 | $5,103-95.1% | $4,644-94.6% | $4,761-94.7% |
| Participant deferral / active EE | $3,793 | $7,181-47.2% | $6,842-44.6% | $5,982-36.6% |
| Admin fee / account holder | $30 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |