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 9-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 | $31,382 | $39,122-19.8% | $57,179-45.1% | $62,891-50.1% |
| Participation rate | 22.9% | 70.5%-47.6pp | 75.3%-52.4pp | 69.3%-46.4pp |
| Annual return | 0.22% | 9.23%-9.0pp | 14.59%-14.4pp | 20.14%-19.9pp |
| Employer contribution / active EE | $495 | $1,874-73.6% | $2,682-81.6% | $2,281-78.3% |
| Participant deferral / active EE | $495 | $2,374-79.1% | $3,096-84.0% | $3,203-84.5% |
| Admin fee / account holder | $74 | $2,592-97.1% | $3,139-97.6% | $4,296-98.3% |