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 | $100,000 | $163,101-38.7% | $136,749-26.9% | $142,382-29.8% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 7.09% | 27.54%-20.5pp | 24.33%-17.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $433 | $4,117-89.5% | $3,400-87.3% | $4,299-89.9% |
| Participant deferral / active EE | $3,101 | $5,585-44.5% | $4,692-33.9% | $6,507-52.3% |
| Admin fee / account holder | $2 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |