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 3-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 | $29,966 | $80,717-62.9% | $154,803-80.6% | $84,808-64.7% |
| Participation rate | 11.1% | 66.8%-55.7pp | 78.1%-67.0pp | 68.3%-57.2pp |
| Annual return | 4.52% | 37.96%-33.4pp | 58.88%-54.4pp | 40.90%-36.4pp |
| Employer contribution / active EE | $67 | $2,761-97.6% | $4,305-98.4% | $2,631-97.5% |
| Participant deferral / active EE | $1,692 | $3,303-48.8% | $5,540-69.5% | $4,212-59.8% |
| Admin fee / account holder | $167 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |