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 | $29,767 | $48,795-39.0% | $65,493-54.5% | $84,808-64.9% |
| Participation rate | 42.9% | 67.0%-24.1pp | 73.1%-30.2pp | 68.3%-25.5pp |
| Annual return | 7.79% | 20.20%-12.4pp | 982.45%-974.7pp | 40.90%-33.1pp |
| Employer contribution / active EE | $286 | $1,930-85.2% | $2,574-88.9% | $2,631-89.1% |
| Participant deferral / active EE | $1,177 | $2,928-59.8% | $3,961-70.3% | $4,212-72.1% |
| Admin fee / account holder | $7 | $3,877-99.8% | $5,028-99.9% | $7,344-99.9% |