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 | $57,291 | $99,020-42.1% | $86,590-33.8% | $147,584-61.2% |
| Participation rate | 9.1% | 76.3%-67.2pp | 73.5%-64.5pp | 82.8%-73.7pp |
| Annual return | 0.36% | 1312.34%-1312.0pp | 964.84%-964.5pp | 578.55%-578.2pp |
| Employer contribution / active EE | $265 | $3,132-91.5% | $2,839-90.7% | $4,876-94.6% |
| Participant deferral / active EE | $265 | $3,972-93.3% | $3,609-92.6% | $5,439-95.1% |
| Admin fee / account holder | $7 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |