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 | $17,317 | $59,839-71.1% | $81,983-78.9% | $79,858-78.3% |
| Participation rate | 35.7% | 61.6%-25.9pp | 69.2%-33.5pp | 69.6%-33.9pp |
| Annual return | 5.53% | 17.56%-12.0pp | 41.31%-35.8pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,005 | $2,695-62.7% | $3,722-73.0% | $3,740-73.1% |
| Admin fee / account holder | $48 | $4,287-98.9% | $5,664-99.2% | $5,306-99.1% |