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 5-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 | $88,051 | $177,572-50.4% | $154,803-43.1% | $142,382-38.2% |
| Participation rate | 18.2% | 82.1%-63.9pp | 78.1%-59.9pp | 80.1%-61.9pp |
| Annual return | 3.91% | 65.07%-61.2pp | 58.88%-55.0pp | 217.08%-213.2pp |
| Employer contribution / active EE | $736 | $4,810-84.7% | $4,305-82.9% | $4,299-82.9% |
| Participant deferral / active EE | $2,136 | $6,272-65.9% | $5,540-61.4% | $6,507-67.2% |
| Admin fee / account holder | $192 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |