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 | $9,421 | $72,071-86.9% | $68,368-86.2% | $137,256-93.1% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.8%-35.7pp | 80.0%-41.9pp |
| Annual return | 11.86% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,279 | $4,410-71.0% | $4,123-69.0% | $6,407-80.0% |
| Admin fee / account holder | $246 | $5,336-95.4% | $5,150-95.2% | $12,270-98.0% |