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 | $26,416 | $99,341-73.4% | $84,750-68.8% | $273,961-90.4% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 0.32% | 22.93%-22.6pp | 22.78%-22.5pp | 41.45%-41.1pp |
| Employer contribution / active EE | $262 | $4,214-93.8% | $3,574-92.7% | $4,869-94.6% |
| Participant deferral / active EE | $1,293 | $4,269-69.7% | $3,712-65.2% | $5,287-75.5% |
| Admin fee / account holder | $147 | $6,644-97.8% | $5,332-97.3% | $10,132-98.6% |