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 | $34,160 | $63,346-46.1% | $92,233-63.0% | $70,131-51.3% |
| Participation rate | 50.8% | 68.7%-17.9pp | 76.5%-25.7pp | 69.5%-18.8pp |
| Annual return | 10.71% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,170 | $2,854+11.1% | $3,897-18.7% | $3,332-4.9% |
| Admin fee / account holder | $12 | $3,840-99.7% | $5,194-99.8% | $4,645-99.7% |