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.
Participant 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 | $12,302 | $57,281-78.5% | $86,612-85.8% | $75,163-83.6% |
| Participation rate | 35.0% | 63.2%-28.2pp | 71.7%-36.7pp | 67.2%-32.2pp |
| Annual return | 10.11% | 2670.75%-2660.6pp | 591.07%-581.0pp | 160.62%-150.5pp |
| Employer contribution / active EE | $365 | $2,314-84.3% | $3,022-87.9% | $2,670-86.3% |
| Participant deferral / active EE | $764 | $3,318-77.0% | $4,438-82.8% | $4,125-81.5% |
| Admin fee / account holder | $53 | $4,112-98.7% | $5,614-99.1% | $5,651-99.1% |