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 | $167,385 | $74,888+123.5% | $71,209+135.1% | $142,382+17.6% |
| Participation rate | 8.7% | 76.2%-67.5pp | 73.8%-65.1pp | 80.1%-71.4pp |
| Annual return | 10.74% | 345.14%-334.4pp | 282.51%-271.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $267 | $2,854-90.6% | $2,721-90.2% | $4,299-93.8% |
| Participant deferral / active EE | $1,428 | $4,454-67.9% | $4,175-65.8% | $6,507-78.1% |
| Admin fee / account holder | $104 | $5,568-98.1% | $5,349-98.1% | $12,624-99.2% |