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 | $39,035 | $202,318-80.7% | $172,739-77.4% | $152,861-74.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 5.34% | 1029.65%-1024.3pp | 802.84%-797.5pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,234 | $5,856-78.9% | $5,143-76.0% | $4,762-74.1% |
| Participant deferral / active EE | $4,950 | $5,948-16.8% | $5,198-4.8% | $5,850-15.4% |
| Admin fee / account holder | $267 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |