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 | $29,577 | $80,968-63.5% | $96,544-69.4% | $75,163-60.6% |
| Participation rate | 34.5% | 71.8%-37.3pp | 76.0%-41.5pp | 67.2%-32.7pp |
| Annual return | 3.48% | 27.06%-23.6pp | 25.84%-22.4pp | 160.62%-157.1pp |
| Employer contribution / active EE | $202 | $2,282-91.1% | $2,965-93.2% | $2,670-92.4% |
| Participant deferral / active EE | $2,185 | $3,928-44.4% | $4,851-54.9% | $4,125-47.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |