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 5-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 | $31,851 | $109,817-71.0% | $98,442-67.6% | $167,490-81.0% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 8.14% | 1956.69%-1948.5pp | 1492.73%-1484.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $762 | $3,224-76.4% | $2,960-74.2% | $4,837-84.2% |
| Participant deferral / active EE | $852 | $4,673-81.8% | $4,276-80.1% | $6,341-86.6% |
| Admin fee / account holder | $29 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |