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 9-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 | $20,533 | $56,053-63.4% | $75,972-73.0% | $80,856-74.6% |
| Participation rate | 28.8% | 62.0%-33.2pp | 69.1%-40.2pp | 67.6%-38.8pp |
| Annual return | 6.22% | 20.53%-14.3pp | 359.55%-353.3pp | 35.59%-29.4pp |
| Employer contribution / active EE | $448 | $1,874-76.1% | $2,685-83.3% | $2,755-83.7% |
| Participant deferral / active EE | $886 | $3,052-71.0% | $4,255-79.2% | $4,296-79.4% |
| Admin fee / account holder | $220 | $5,234-95.8% | $6,467-96.6% | $6,918-96.8% |