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 | $33,003 | $77,899-57.6% | $149,673-77.9% | $75,163-56.1% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.5pp | 67.2%-45.0pp |
| Annual return | 5.74% | 31.72%-26.0pp | 134.42%-128.7pp | 160.62%-154.9pp |
| Employer contribution / active EE | $479 | $3,137-84.7% | $4,818-90.1% | $2,670-82.0% |
| Participant deferral / active EE | $479 | $3,411-85.9% | $5,680-91.6% | $4,125-88.4% |
| Admin fee / account holder | $10 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |