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 7-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 | $13,575 | $112,729-88.0% | $98,716-86.2% | $137,256-90.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 9.56% | 38.48%-28.9pp | 31.81%-22.2pp | 220.34%-210.8pp |
| Employer contribution / active EE | $482 | $2,725-82.3% | $2,279-78.9% | $4,156-88.4% |
| Participant deferral / active EE | $811 | $4,640-82.5% | $4,048-80.0% | $6,407-87.3% |
| Admin fee / account holder | $235 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |