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 5-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 | $13,426 | $111,754-88.0% | $103,333-87.0% | $145,922-90.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.57% | 24.77%-16.2pp | 24.88%-16.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,064 | $4,212-51.0% | $3,868-46.6% | $4,660-55.7% |
| Participant deferral / active EE | $216 | $5,619-96.1% | $5,057-95.7% | $6,688-96.8% |
| Admin fee / account holder | $173 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |