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 | $18,152 | $109,327-83.4% | $89,391-79.7% | $158,922-88.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 0.92% | 345.68%-344.8pp | 245.62%-244.7pp | 302.83%-301.9pp |
| Employer contribution / active EE | $549 | $3,170-82.7% | $2,586-78.8% | $4,761-88.5% |
| Participant deferral / active EE | $640 | $4,598-86.1% | $3,890-83.5% | $5,982-89.3% |
| Admin fee / account holder | $23 | $6,153-99.6% | $4,881-99.5% | $11,246-99.8% |