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 | $50,605 | $95,266-46.9% | $82,389-38.6% | $142,382-64.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 6.91% | 25.74%-18.8pp | 28.67%-21.8pp | 217.08%-210.2pp |
| Employer contribution / active EE | $756 | $2,991-74.7% | $2,517-70.0% | $4,299-82.4% |
| Participant deferral / active EE | $994 | $4,809-79.3% | $4,155-76.1% | $6,507-84.7% |
| Admin fee / account holder | $46 | $8,563-99.5% | $7,231-99.4% | $12,624-99.6% |