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 | $20,796 | $102,966-79.8% | $90,281-77.0% | $152,861-86.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 10.05% | 95.16%-85.1pp | 78.10%-68.1pp | 345.32%-335.3pp |
| Employer contribution / active EE | $981 | $3,139-68.7% | $2,854-65.6% | $4,762-79.4% |
| Participant deferral / active EE | $726 | $4,281-83.0% | $3,885-81.3% | $5,850-87.6% |
| Admin fee / account holder | $188 | $6,171-96.9% | $5,351-96.5% | $11,596-98.4% |