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 | $15,819 | $99,020-84.0% | $86,590-81.7% | $147,584-89.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 5.98% | 1312.34%-1306.4pp | 964.84%-958.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $265 | $3,132-91.5% | $2,839-90.7% | $4,876-94.6% |
| Participant deferral / active EE | $426 | $3,972-89.3% | $3,609-88.2% | $5,439-92.2% |
| Admin fee / account holder | $259 | $5,710-95.5% | $4,906-94.7% | $10,885-97.6% |