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 | $45,742 | $121,625-62.4% | $104,607-56.3% | $158,922-71.2% |
| Participation rate | 38.5% | 77.5%-39.1pp | 74.1%-35.6pp | 82.0%-43.5pp |
| Annual return | 2.17% | 465.26%-463.1pp | 340.46%-338.3pp | 302.83%-300.7pp |
| Employer contribution / active EE | $398 | $3,163-87.4% | $2,681-85.1% | $4,761-91.6% |
| Participant deferral / active EE | $644 | $4,177-84.6% | $3,740-82.8% | $5,982-89.2% |
| Admin fee / account holder | $249 | $7,787-96.8% | $6,473-96.2% | $11,246-97.8% |