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 | $31,402 | $99,341-68.4% | $84,750-62.9% | $273,961-88.5% |
| Participation rate | 10.5% | 80.7%-70.2pp | 76.6%-66.1pp | 83.0%-72.5pp |
| Annual return | 1.56% | 22.93%-21.4pp | 22.78%-21.2pp | 41.45%-39.9pp |
| Employer contribution / active EE | $420 | $4,214-90.0% | $3,574-88.3% | $4,869-91.4% |
| Participant deferral / active EE | $2,526 | $4,269-40.8% | $3,712-31.9% | $5,287-52.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |