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 | $20,435 | $34,308-40.4% | $74,701-72.6% | $72,985-72.0% |
| Participation rate | 32.0% | 42.4%-10.4pp | 54.5%-22.5pp | 69.5%-37.5pp |
| Annual return | 6.17% | 26.58%-20.4pp | 752.92%-746.8pp | 81.00%-74.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $875 | $1,271-31.1% | $1,964-55.4% | $3,607-75.7% |
| Admin fee / account holder | $23 | $2,124-98.9% | $3,333-99.3% | $5,124-99.6% |