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 | $35,614 | $60,022-40.7% | $88,946-60.0% | $84,808-58.0% |
| Participation rate | 7.5% | 57.8%-50.3pp | 68.8%-61.3pp | 68.3%-60.8pp |
| Annual return | 5.19% | 22.43%-17.2pp | 57.82%-52.6pp | 40.90%-35.7pp |
| Employer contribution / active EE | $278 | $1,703-83.7% | $2,555-89.1% | $2,631-89.4% |
| Participant deferral / active EE | $561 | $3,114-82.0% | $4,581-87.8% | $4,212-86.7% |
| Admin fee / account holder | $163 | $4,811-96.6% | $8,261-98.0% | $7,344-97.8% |