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 9-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 | $52,070 | $81,446-36.1% | $103,374-49.6% | $80,874-35.6% |
| Participation rate | 53.6% | 66.9%-13.3pp | 74.5%-20.9pp | 67.6%-14.1pp |
| Annual return | 9.76% | 25.57%-15.8pp | 24.89%-15.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $310 | $3,107-90.0% | $3,869-92.0% | $2,756-88.7% |
| Participant deferral / active EE | $1,850 | $3,870-52.2% | $5,058-63.4% | $4,297-56.9% |
| Admin fee / account holder | $46 | $6,715-99.3% | $8,394-99.5% | $6,935-99.3% |