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 9-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 | $38,869 | $100,041-61.1% | $149,718-74.0% | $70,131-44.6% |
| Participation rate | 53.6% | 83.6%-30.0pp | 87.1%-33.5pp | 69.5%-16.0pp |
| Annual return | 7.92% | 27.43%-19.5pp | 1501.63%-1493.7pp | 73.14%-65.2pp |
| Employer contribution / active EE | $528 | $3,662-85.6% | $5,445-90.3% | $2,342-77.5% |
| Participant deferral / active EE | $2,451 | $4,983-50.8% | $6,569-62.7% | $3,332-26.4% |
| Admin fee / account holder | $221 | $8,286-97.3% | $11,283-98.0% | $4,645-95.2% |