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 | $35,762 | $56,423-36.6% | $77,163-53.7% | $71,457-50.0% |
| Participation rate | 21.4% | 64.3%-43.0pp | 69.6%-48.2pp | 67.9%-46.6pp |
| Annual return | 13.39% | 19.05%-5.7pp | 37.87%-24.5pp | 28.85%-15.5pp |
| Employer contribution / active EE | $645 | $1,866-65.4% | $2,535-74.5% | $2,588-75.1% |
| Participant deferral / active EE | $875 | $3,142-72.2% | $3,833-77.2% | $4,289-79.6% |
| Admin fee / account holder | $0 | $1,429-100.0% | $5,472-100.0% | $1,587-100.0% |