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 7-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 | $27,780 | $148,534-81.3% | $135,903-79.6% | $139,434-80.1% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 1.71% | 79.19%-77.5pp | 68.23%-66.5pp | 372.94%-371.2pp |
| Employer contribution / active EE | $693 | $5,243-86.8% | $4,856-85.7% | $4,751-85.4% |
| Participant deferral / active EE | $4,122 | $8,100-49.1% | $7,758-46.9% | $6,710-38.6% |
| Admin fee / account holder | $98 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |