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 | $112,715 | $201,272-44.0% | $184,203-38.8% | $145,922-22.8% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 6.86% | 29.00%-22.1pp | 28.81%-22.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,028 | $7,022-85.4% | $6,427-84.0% | $4,660-77.9% |
| Participant deferral / active EE | $4,919 | $9,806-49.8% | $9,131-46.1% | $6,688-26.5% |
| Admin fee / account holder | $133 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |