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 | $59,507 | $153,772-61.3% | $133,980-55.6% | $273,961-78.3% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | -0.20% | 36.51%-36.7pp | 29.30%-29.5pp | 41.45%-41.6pp |
| Employer contribution / active EE | $1,006 | $6,029-83.3% | $5,211-80.7% | $4,869-79.3% |
| Participant deferral / active EE | $2,595 | $6,958-62.7% | $6,282-58.7% | $5,287-50.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |