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 | $19,295 | $39,122-50.7% | $57,179-66.3% | $62,891-69.3% |
| Participation rate | 23.3% | 70.5%-47.2pp | 75.3%-52.0pp | 69.3%-46.0pp |
| Annual return | 0.35% | 9.23%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $475 | $1,874-74.7% | $2,682-82.3% | $2,281-79.2% |
| Participant deferral / active EE | $497 | $2,374-79.1% | $3,096-83.9% | $3,203-84.5% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |