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 9-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 | $89,150 | $96,635-7.7% | $86,612+2.9% | $139,434-36.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 5.11% | 106.41%-101.3pp | 591.07%-586.0pp | 372.94%-367.8pp |
| Employer contribution / active EE | $281 | $3,263-91.4% | $3,022-90.7% | $4,751-94.1% |
| Participant deferral / active EE | $1,457 | $4,836-69.9% | $4,438-67.2% | $6,710-78.3% |
| Admin fee / account holder | $172 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |