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 | $17,647 | $53,127-66.8% | $86,590-79.6% | $70,131-74.8% |
| Participation rate | 53.1% | 65.3%-12.2pp | 73.5%-20.4pp | 69.5%-16.4pp |
| Annual return | 8.56% | 27.66%-19.1pp | 964.84%-956.3pp | 73.14%-64.6pp |
| Employer contribution / active EE | $210 | $2,068-89.9% | $2,839-92.6% | $2,342-91.0% |
| Participant deferral / active EE | $991 | $2,696-63.3% | $3,609-72.5% | $3,332-70.3% |
| Admin fee / account holder | $232 | $3,585-93.5% | $4,906-95.3% | $4,645-95.0% |