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 | $25,531 | $103,376-75.3% | $87,100-70.7% | $152,861-83.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 2.25% | 28.10%-25.8pp | 28.19%-25.9pp | 345.32%-343.1pp |
| Employer contribution / active EE | $723 | $3,220-77.6% | $2,521-71.3% | $4,762-84.8% |
| Participant deferral / active EE | $756 | $4,778-84.2% | $4,049-81.3% | $5,850-87.1% |
| Admin fee / account holder | $15 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |