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 | $32,976 | $25,972+27.0% | - | $72,985-54.8% |
| Participation rate | 35.9% | 52.8%-16.8pp | - | 69.5%-33.5pp |
| Annual return | 14.40% | 20.47%-6.1pp | - | 81.00%-66.6pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,440-100.0% |
| Participant deferral / active EE | $803 | $2,560-68.6% | - | $3,607-77.7% |
| Admin fee / account holder | $161 | $2,104-92.3% | - | $5,124-96.9% |