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 | $81,032 | $159,602-49.2% | $150,045-46.0% | $142,382-43.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 10.58% | 70.24%-59.7pp | 62.55%-52.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $374 | $4,961-92.5% | $4,693-92.0% | $4,299-91.3% |
| Participant deferral / active EE | $3,661 | $8,310-55.9% | $7,997-54.2% | $6,507-43.7% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |