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 | $22,615 | $106,515-78.8% | $96,683-76.6% | $139,434-83.8% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.1pp |
| Annual return | 10.20% | 38.43%-28.2pp | 35.69%-25.5pp | 372.94%-362.7pp |
| Employer contribution / active EE | $523 | $4,103-87.2% | $3,737-86.0% | $4,751-89.0% |
| Participant deferral / active EE | $1,508 | $5,454-72.3% | $4,878-69.1% | $6,710-77.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |