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 | $56,757 | $58,927-3.7% | $76,817-26.1% | $72,985-22.2% |
| Participation rate | 28.9% | 67.3%-38.4pp | 72.1%-43.1pp | 69.5%-40.5pp |
| Annual return | 6.44% | 2305.64%-2299.2pp | 1166.11%-1159.7pp | 81.00%-74.6pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,881 | $2,690-30.1% | $3,336-43.6% | $3,607-47.9% |
| Admin fee / account holder | $235 | $4,013-94.2% | $6,420-96.3% | $5,124-95.4% |