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 5-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 | $12,759 | $72,071-82.3% | $68,368-81.3% | $137,256-90.7% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.0%-53.6pp |
| Annual return | 12.29% | 353.14%-340.8pp | 292.57%-280.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $352 | $2,788-87.4% | $2,649-86.7% | $4,156-91.5% |
| Participant deferral / active EE | $861 | $4,410-80.5% | $4,123-79.1% | $6,407-86.6% |
| Admin fee / account holder | $204 | $5,336-96.2% | $5,150-96.0% | $12,270-98.3% |