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 | $78,520-48.9% | $96,576-58.5% | $82,448-51.4% |
| Participation rate | 16.7% | 77.7%-61.1pp | 81.4%-64.8pp | 68.1%-51.4pp |
| Annual return | 14.00% | 41.30%-27.3pp | 38.47%-24.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $352 | $2,630-86.6% | $3,553-90.1% | $2,551-86.2% |
| Participant deferral / active EE | $629 | $6,754-90.7% | $7,956-92.1% | $4,139-84.8% |
| Admin fee / account holder | $50 | $13,455-99.6% | $11,381-99.6% | $7,234-99.3% |