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 | $37,358 | $56,897-34.3% | $84,750-55.9% | $62,891-40.6% |
| Participation rate | 41.0% | 68.5%-27.5pp | 76.6%-35.6pp | 69.3%-28.3pp |
| Annual return | 3.58% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $210 | $2,400-91.3% | $3,574-94.1% | $2,281-90.8% |
| Participant deferral / active EE | $1,084 | $2,709-60.0% | $3,712-70.8% | $3,203-66.2% |
| Admin fee / account holder | $56 | $3,581-98.4% | $5,332-98.9% | $4,296-98.7% |