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 8-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 | $40,106 | $80,673-50.3% | $101,326-60.4% | $84,808-52.7% |
| Participation rate | 16.7% | 77.8%-61.1pp | 81.5%-64.8pp | 68.3%-51.6pp |
| Annual return | 14.00% | 38.95%-25.0pp | 36.82%-22.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $352 | $2,698-87.0% | $3,665-90.4% | $2,631-86.6% |
| Participant deferral / active EE | $629 | $6,840-90.8% | $7,994-92.1% | $4,212-85.1% |
| Admin fee / account holder | $50 | $12,784-99.6% | $11,185-99.6% | $7,344-99.3% |