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 | $50,610 | $54,726-7.5% | $68,793-26.4% | $64,186-21.2% |
| Participation rate | 35.3% | 68.0%-32.7pp | 72.2%-36.9pp | 69.6%-34.3pp |
| Annual return | -8.38% | -1.62%-6.8pp | -4.63%-3.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $100 | $1,846-94.6% | $2,625-96.2% | $2,381-95.8% |
| Participant deferral / active EE | $3,329 | $2,626+26.7% | $3,311+0.5% | $3,470-4.1% |
| Admin fee / account holder | $203 | $4,027-95.0% | $5,131-96.0% | $4,888-95.9% |