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 | $40,946 | $49,173-16.7% | $121,098-66.2% | $75,163-45.5% |
| Participation rate | 51.7% | 55.4%-3.7pp | 69.5%-17.8pp | 67.2%-15.5pp |
| Annual return | 13.35% | 55.99%-42.6pp | 985.75%-972.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $232 | $1,546-85.0% | $4,164-94.4% | $2,670-91.3% |
| Participant deferral / active EE | $3,098 | $2,628+17.9% | $4,080-24.1% | $4,125-24.9% |
| Admin fee / account holder | $198 | $3,942-95.0% | $5,644-96.5% | $5,651-96.5% |