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 | $64,490 | $115,882-44.3% | $100,516-35.8% | $158,922-59.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 5.19% | 34.79%-29.6pp | 30.89%-25.7pp | 302.83%-297.6pp |
| Employer contribution / active EE | $223 | $4,103-94.6% | $3,418-93.5% | $4,761-95.3% |
| Participant deferral / active EE | $3,501 | $6,674-47.5% | $6,270-44.2% | $5,982-41.5% |
| Admin fee / account holder | $68 | $10,995-99.4% | $8,081-99.2% | $11,246-99.4% |