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 | $22,456 | $72,012-68.8% | $185,823-87.9% | $79,858-71.9% |
| Participation rate | 64.1% | 65.8%-1.7pp | 78.0%-13.9pp | 69.6%-5.5pp |
| Annual return | 11.40% | 23.12%-11.7pp | 35.95%-24.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,193 | $1,965-39.3% | $4,087-70.8% | $2,471-51.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $281 | $4,513-93.8% | $9,500-97.0% | $5,306-94.7% |