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 5-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 | $6,642 | $109,982-94.0% | $97,226-93.2% | $145,922-95.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 7.31% | 242.90%-235.6pp | 75.13%-67.8pp | 561.29%-554.0pp |
| Employer contribution / active EE | $551 | $3,084-82.1% | $2,729-79.8% | $4,660-88.2% |
| Participant deferral / active EE | $551 | $4,676-88.2% | $4,264-87.1% | $6,688-91.8% |
| Admin fee / account holder | $62 | $6,221-99.0% | $5,654-98.9% | $13,397-99.5% |