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 8-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 | $35,330 | $117,983-70.1% | $101,794-65.3% | $142,382-75.2% |
| Participation rate | 39.1% | 74.2%-35.1pp | 69.2%-30.1pp | 80.1%-41.0pp |
| Annual return | 9.00% | 36.92%-27.9pp | 30.53%-21.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,206 | $4,714-74.4% | $4,084-70.5% | $6,507-81.5% |
| Admin fee / account holder | $292 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |