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 | $35,489 | $58,927-39.8% | $76,817-53.8% | $72,985-51.4% |
| Participation rate | 32.5% | 67.3%-34.8pp | 72.1%-39.6pp | 69.5%-37.0pp |
| Annual return | 15.16% | 2305.64%-2290.5pp | 1166.11%-1150.9pp | 81.00%-65.8pp |
| Employer contribution / active EE | $368 | $1,787-79.4% | $2,302-84.0% | $2,440-84.9% |
| Participant deferral / active EE | $284 | $2,690-89.5% | $3,336-91.5% | $3,607-92.1% |
| Admin fee / account holder | $20 | $4,013-99.5% | $6,420-99.7% | $5,124-99.6% |