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 | $81,724 | $135,952-39.9% | $123,892-34.0% | $273,961-70.2% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 2.66% | 56.63%-54.0pp | 47.52%-44.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $585 | $5,170-88.7% | $4,617-87.3% | $4,869-88.0% |
| Participant deferral / active EE | $2,131 | $6,343-66.4% | $5,984-64.4% | $5,287-59.7% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |