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 | $12,016 | $81,632-85.3% | $70,449-82.9% | $158,922-92.4% |
| Participation rate | 31.8% | 77.7%-45.9pp | 75.1%-43.2pp | 82.0%-50.1pp |
| Annual return | -0.67% | 208.40%-209.1pp | 109.03%-109.7pp | 302.83%-303.5pp |
| Employer contribution / active EE | $859 | $3,217-73.3% | $2,737-68.6% | $4,761-82.0% |
| Participant deferral / active EE | $859 | $4,554-81.1% | $3,709-76.8% | $5,982-85.6% |
| Admin fee / account holder | $107 | $6,193-98.3% | $3,845-97.2% | $11,246-99.0% |