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 | $94,060 | $110,257-14.7% | $96,544-2.6% | $139,434-32.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 5.84% | 26.32%-20.5pp | 25.84%-20.0pp | 372.94%-367.1pp |
| Employer contribution / active EE | $537 | $3,620-85.2% | $2,965-81.9% | $4,751-88.7% |
| Participant deferral / active EE | $3,286 | $5,548-40.8% | $4,851-32.3% | $6,710-51.0% |
| Admin fee / account holder | $100 | $11,591-99.1% | $8,252-98.8% | $11,403-99.1% |