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 | $23,678 | $65,365-63.8% | $92,893-74.5% | $72,985-67.6% |
| Participation rate | 58.3% | 68.3%-10.0pp | 76.0%-17.7pp | 69.5%-11.2pp |
| Annual return | 16.24% | 42.10%-25.9pp | 109.41%-93.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $603 | $2,594-76.8% | $3,653-83.5% | $2,440-75.3% |
| Participant deferral / active EE | $1,275 | $3,128-59.2% | $4,236-69.9% | $3,607-64.6% |
| Admin fee / account holder | $171 | $4,251-96.0% | $5,794-97.1% | $5,124-96.7% |