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 | $54,432 | $85,202-36.1% | $172,739-68.5% | $72,985-25.4% |
| Participation rate | 37.9% | 70.1%-32.1pp | 82.6%-44.7pp | 69.5%-31.6pp |
| Annual return | 12.70% | 27.32%-14.6pp | 802.84%-790.1pp | 81.00%-68.3pp |
| Employer contribution / active EE | $266 | $3,324-92.0% | $5,143-94.8% | $2,440-89.1% |
| Participant deferral / active EE | $1,096 | $3,260-66.4% | $5,198-78.9% | $3,607-69.6% |
| Admin fee / account holder | $119 | $5,884-98.0% | $13,954-99.1% | $5,124-97.7% |