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 | $25,426 | $68,547-62.9% | $120,354-78.9% | $80,856-68.6% |
| Participation rate | 51.5% | 61.6%-10.1pp | 71.9%-20.4pp | 67.6%-16.1pp |
| Annual return | 3.40% | 23.60%-20.2pp | 107.15%-103.7pp | 35.59%-32.2pp |
| Employer contribution / active EE | $571 | $2,051-72.2% | $3,463-83.5% | $2,755-79.3% |
| Participant deferral / active EE | $670 | $3,173-78.9% | $4,991-86.6% | $4,296-84.4% |
| Admin fee / account holder | $13 | $5,732-99.8% | $9,423-99.9% | $6,918-99.8% |