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 | $138,060 | $209,411-34.1% | $178,490-22.7% | $158,922-13.1% |
| Participation rate | 36.4% | 86.3%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 2.99% | 188.75%-185.8pp | 151.07%-148.1pp | 302.83%-299.8pp |
| Employer contribution / active EE | $742 | $5,706-87.0% | $5,011-85.2% | $4,761-84.4% |
| Participant deferral / active EE | $2,182 | $5,954-63.4% | $5,202-58.1% | $5,982-63.5% |
| Admin fee / account holder | $109 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |