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 | $32,521 | $58,512-44.4% | $84,015-61.3% | $72,985-55.4% |
| Participation rate | 34.6% | 61.2%-26.6pp | 69.0%-34.4pp | 69.5%-34.9pp |
| Annual return | 13.86% | 28.93%-15.1pp | 71.31%-57.4pp | 81.00%-67.1pp |
| Employer contribution / active EE | $253 | $1,163-78.3% | $1,983-87.3% | $2,440-89.6% |
| Participant deferral / active EE | $1,044 | $2,394-56.4% | $3,239-67.8% | $3,607-71.0% |
| Admin fee / account holder | $40 | $4,569-99.1% | $6,101-99.3% | $5,124-99.2% |