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 | $80,816 | $127,065-36.4% | $113,168-28.6% | $142,382-43.2% |
| Participation rate | 39.1% | 79.2%-40.1pp | 76.6%-37.4pp | 80.1%-41.0pp |
| Annual return | 8.50% | 24.03%-15.5pp | 24.27%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $300 | $3,442-91.3% | $2,975-89.9% | $4,299-93.0% |
| Participant deferral / active EE | $2,046 | $5,716-64.2% | $5,107-59.9% | $6,507-68.6% |
| Admin fee / account holder | $14 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |