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 7-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 | $170,386 | $106,515+60.0% | $96,683+76.2% | $139,434+22.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 7.38% | 38.43%-31.0pp | 35.69%-28.3pp | 372.94%-365.6pp |
| Employer contribution / active EE | $694 | $4,103-83.1% | $3,737-81.4% | $4,751-85.4% |
| Participant deferral / active EE | $3,411 | $5,454-37.5% | $4,878-30.1% | $6,710-49.2% |
| Admin fee / account holder | $67 | $7,877-99.2% | $6,730-99.0% | $11,403-99.4% |