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 | $26,872 | $60,349-55.5% | $74,183-63.8% | $62,891-57.3% |
| Participation rate | 48.5% | 72.7%-24.2pp | 76.6%-28.1pp | 69.3%-20.8pp |
| Annual return | 3.38% | 21.37%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,039 | $2,856-28.6% | $3,550-42.6% | $3,203-36.3% |
| Admin fee / account holder | $144 | $4,261-96.6% | $5,586-97.4% | $4,296-96.7% |