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 | $30,580 | $43,723-30.1% | $121,196-74.8% | $64,186-52.4% |
| Participation rate | 61.5% | 58.3%+3.2pp | 71.7%-10.2pp | 69.6%-8.0pp |
| Annual return | -8.15% | 68.91%-77.1pp | 16.93%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $201 | $1,296-84.5% | $4,022-95.0% | $2,381-91.6% |
| Participant deferral / active EE | $3,276 | $2,280+43.7% | $3,344-2.0% | $3,470-5.6% |
| Admin fee / account holder | $151 | $3,501-95.7% | $5,019-97.0% | $4,888-96.9% |