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 | $95,947 | $91,019+5.4% | $392,568-75.6% | $72,985+31.5% |
| Participation rate | 54.8% | 74.4%-19.5pp | 78.1%-23.2pp | 69.5%-14.6pp |
| Annual return | 16.27% | 20.00%-3.7pp | 24.42%-8.2pp | 81.00%-64.7pp |
| Employer contribution / active EE | $666 | $2,751-75.8% | $3,783-82.4% | $2,440-72.7% |
| Participant deferral / active EE | $2,070 | $4,570-54.7% | $5,985-65.4% | $3,607-42.6% |
| Admin fee / account holder | $238 | $4,895-95.1% | $6,260-96.2% | $5,124-95.4% |