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 | $21,040 | $91,190-76.9% | $178,490-88.2% | $79,858-73.7% |
| Participation rate | 20.6% | 69.2%-48.6pp | 81.9%-61.3pp | 69.6%-49.0pp |
| Annual return | 5.41% | 24.19%-18.8pp | 151.07%-145.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $431 | $3,256-86.8% | $5,011-91.4% | $2,471-82.5% |
| Participant deferral / active EE | $876 | $3,236-72.9% | $5,202-83.2% | $3,740-76.6% |
| Admin fee / account holder | $58 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |