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 10-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 | $139,416 | $58,208+139.5% | $81,812+70.4% | $80,856+72.4% |
| Participation rate | 11.5% | 63.4%-51.9pp | 72.3%-60.8pp | 67.6%-56.1pp |
| Annual return | 7.76% | 41.66%-33.9pp | 773.79%-766.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $117 | $2,340-95.0% | $2,912-96.0% | $2,755-95.7% |
| Participant deferral / active EE | $959 | $3,281-70.8% | $4,319-77.8% | $4,296-77.7% |
| Admin fee / account holder | $104 | $4,981-97.9% | $7,386-98.6% | $6,918-98.5% |